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
Geopolitics, Mar-a-Lago Accord and Investing in the New World Order
The first few months of 2025 have witnessed a generational shift in the geopolitical and economic frame of reference. Tariff policy has understandably been the subject of the immediate focus of the
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
Schroders Capital Investment Outlook: Real Estate H1 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 or may even
Why Does Volatility Often Lead to Strong Emerging Equity Returns?
Emerging-market (EM) stocks might not seem an obvious choice for anxious investors during a trade war. But history suggests that past volatility peaks have created favorable moments to invest in EM stocks.
How to Invest in Emerging Market Equities as New US Policies Bite
Plenty of Manufacturing Will Stay Put in EM Trump’s policies are designed to bring manufacturing back to the US. Yet whatever incentives may be provided to US companies, we think it’s unrealistic
AI Investment Intelligence Firm BridgeWise Secures DIFC License and Strategic Investment From Emirates NBD
BridgeWise, a global AI-powered investment intelligence platform, today announced its official entry into the Middle East after securing an operational license from the Dubai International Financial Centre (DIFC). This move marks a
Geopolitics, Mar-a-Lago Accord and Investing in the New World Order
The first few months of 2025 have witnessed a generational shift in the geopolitical and economic frame of reference. Tariff policy has understandably been the subject of the immediate focus of the
Seeking Stocks with Vitality in the Volatile Healthcare Sector
Investors cooled to the healthcare sector in 2024, which dramatically trailed global and US equity markets for the year. As a result, the sector’s share of the MSCI World benchmark shrank to
Staying on Course in Private Equity
In nearly 50 years of experience investing in private companies—through the dot-com bubble, the Global Financial Crisis (GFC), SARS, and the COVID-19 pandemic (just to name a recent few)—we have observed that
Geopolitics, Mar-a-Lago Accord and Investing in the New World Order
The first few months of 2025 have witnessed a generational shift in the geopolitical and economic frame of reference. Tariff policy has understandably been the subject of the immediate focus of the