5 Things to Know From KKR’s 2025 Outlook
The Global Macro & Asset Allocation team led by Henry McVey recently published its Outlook for 2025: Glass Still Half Full sharing our comprehensive views on the macro and geopolitical backdrop and
2025 Macro Outlook: Policymakers Have the Pen
An allocation to private credit can help mitigate some of these challenges, as it offers an attractive high-yielding, shorter-duration option for portfolios. This diverse asset class includes corporate direct lending and asset
Exploring Asset-Based Finance: Funding the Real Economy
A growing market segment offers diverse opportunities for private lenders and investors. Asset-based finance provides much of the financing for the real economy and a compelling proposition for investors. But what exactly
Investment Lessons from the Sage of Tennessee
A recent trip to Nashville brought to mind one of Tennessee’s most iconic figures—and an unexpected source of investment insight—Dolly Parton. Born into poverty in the 1940s as the fourth of 12
Fixed Income Insights: Current Investment Landscape
Fixed Income Insights: Current Investment Landscape By Kenneth A. Orchard, CFA® , Vincent Chung, CFA® Download the PDF Fixed income experts, Ken Orchard and Vincent Chung leverage a broad fixed income universe.
Would a Weaker US Dollar Support Emerging Market Assets?
Emerging market equities and bonds could benefit if the US dollar weakens—a possible scenario amid tariff turmoil. The US dollar (USD) has weakened recently but remains historically expensive compared with most currencies.
High-Yield Bonds: Why Shorter May Be Smarter
Our analysis also suggests that short-maturity high-yield bonds capture most of the broader high-yield market’s upside in risk-on environments, pointing to better potential risk-adjusted outcomes over full market cycles. Credit Selection Matters
High-Yield Bonds: Why Shorter May Be Smarter
Our analysis also suggests that short-maturity high-yield bonds capture most of the broader high-yield market’s upside in risk-on environments, pointing to better potential risk-adjusted outcomes over full market cycles. Credit Selection Matters
Investment Opportunities and Regional Outlook
Singapore’s construction industry is entering a new growth phase, drawing the attention of foreign investors eager to participate in Southeast Asia’s infrastructure boom. The sector was valued at approximately US$31.18 billion in
Software Recurring Revenue Lending: Flexibility and Skill Required
What’s more, accounting rules don’t reflect the inherent profitability of a software company investing in growth—even when its recurring revenue is consistently strong. It’s not unusual for software firms to reinvest most
Same Launch Year, Same Location — But Which Gave Better Capital Gains?
In this Stacked Pro breakdown: Do Mega-Developments Deliver Better Returns Than Mid-Sized Projects? ComparisonWe analysed Affinity at Serangoon (1,052 units) and The Garden Residences (613 units) – two leasehold projects launched in