Portfolio Strategy

Research

Name: FS Insight
Price range: $$$

Brian Rauscher, CFA

^AC

Head of Global Portfolio Strategy and Asset Allocation

Portfolio Strategy

Research

Wall Street Whispers

What Our Clients Are Talking About Behind The Scenes

Wed May 24

Headwinds Remain — Expect Challenging 2H23

The ongoing debt ceiling negotiations and lack of a deal between the White House and the GOP continues to dominate the overall equity markets and creates ripples with each headline...

Tue May 16

Risk Remains in Rangebound Market

The equity markets remain rangebound since 5/22, with varying performance across different indexes — some showing slight gains, others remaining flat or marginally down. However, it is crucial to recognize...

Wed April 26

Tactical Tools Flip to Unfavorable While Remaining Medium-Term Bearish

As my calendar begins to refill and my activity levels start returning to normal after my couple weeks of dealing with some things, I find it interesting to be both...

Thu March 30

Danger Remains Elevated, Easing Still Unlikely

The ongoing tug-of-war that I have been discussing since the beginning of the year seems to have tilted towards “all is good.” Smooth sailing ahead. The banking crisis has been...

Wall Street Whispers

Wall Street Whispers provides exclusive insight into the most recent commentary and questions posed by top institutional investors

Our Head of Global Portfolio Strategy, Brian Rauscher, summarizes the interactions and concerns of our institutional clients, whom are some of the most prestigious investors in the world. Brian provides the key questions of the week that he is being asked by the investing community along with his responses. Wall Street Whispers is a high-level look at markets through the eyes of the most informed and dynamic investors on the Street. It is your chance to hear what is keeping the pros up at night!