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
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
Do Mega-Developments Really Outperform Regular Condos? A Parc Clematis Vs Clavon Case Study
In this Stacked Pro breakdown: Do Mega-Developments Make More Money Than Regular Condos? ComparisonWe compared Parc Clematis (1,468 units) and Clavon (640 units) — two 99-year leasehold projects in Clementi — to
Early Alert System: One Way AI May Help Improve Investment Outcomes
Natural Language Processing Changes the Game Clearly, if asset managers could uncover ESG-related controversies faster than their peers, they’d have an investment edge. But that’s easier said than done. Manually sifting through
Emerging Markets: Finding Opportunities amid the Global Economic Reset
US policy changes look daunting—but emerging markets still have upside. US policy changes are triggering a global economic reset. For emerging markets (EM), that’s creating a triple whammy: higher tariffs may damage