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
Gauging the Fear Factor: From Volatility Peaks to Equity Returns
Stock markets have been rattled by trade war tensions and economic uncertainty driven by US tariff policies. Yet history suggests that equities have usually performed well in the aftermath of peak market
Defense and Discipline: How to Stay Calm in Unruly Equity Markets
This framework is one component of a broader research effort—including quantitative artificial intelligence (AI) tools— to scour the market for high-quality businesses backed by healthy balance sheets and skilled management teams. Shares
What fundraising trends can tell us about infrastructure investment opportunities in 2025
Please remember that the value of investments and the income from them may go down as well as up and investors may not get back the amounts originally invested. This marketing material
Policy Insight 141: How large is the investment gap in the EU and how to close it?
Policy insights Policy Insights A sizeable and persistent investment gap in innovative technologies exists between the United States (US) and the European Union (EU) and, within the EU, between the Nordics and
Equity Market Outlook | BlackRock
We believe such diversification opportunities and performance variations underscore the potential advantage of an active approach. Where are the opportunities? On the hardware side, Asia’s chip companies, as well as suppliers of
High-Yield Bonds: An Antidote to Volatility?
High Yield Outperformed Equities as Spreads Widened Credit spreads widened by roughly 60% in April as tariff news hit the markets. Even so, since mid-February, high-yield bonds have outperformed the broader equity
Discover our view on the economy, markets and investment strategy in our latest insight articles.
Environmental, Social and Governance (“ESG”) strategies may take risks or eliminate exposures found in other strategies or broad market benchmarks that may cause performance to diverge from the performance of these other
High-Yield Bonds: An Antidote to Volatility?
High Yield Outperformed Equities as Spreads Widened Credit spreads widened by roughly 60% in April as tariff news hit the markets. Even so, since mid-February, high-yield bonds have outperformed the broader equity
Defense and Discipline: How to Stay Calm in Unruly Equity Markets
This framework is one component of a broader research effort—including quantitative artificial intelligence (AI) tools— to scour the market for high-quality businesses backed by healthy balance sheets and skilled management teams. Shares
A Case Study Of Treasure At Tampines
In this Stacked Pro breakdown: – We studied over 30 resale transactions at Treasure at Tampines to uncover if early buyers actually profited more– See how a mere 6–12 month difference in