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
Boosted.ai Partners With Liontrust to Enhance AI-Driven Investment Research
LONDON & TORONTO–(BUSINESS WIRE)–Boosted.ai, the leader in agentic AI for institutional investment, has partnered with the Global Equities team at Liontrust, the specialist active investment manager, to integrate advanced artificial intelligence (AI)
State Street Accelerates Investment Insights by Building AI-Enhanced Alpha Data Platform on Snowflake
When initial development for the Alpha Data Platform began, State Street quickly realized that tuning and managing on-premises databases for optimal performance would have been time-consuming and complex — especially when multiplied
Eye on the Market Energy Paper: Heliocentrism
Good morning, everybody, and welcome to the March 2025 Eye on the Market podcast. This is the one is entitled “Heliocentrism.” This is our podcast for the 15th annual Eye on the
Energy Transition Investment Outlook: Energy insights
Energy transition investment outlook: Insights from 420 investors in energy & natural resources The global shift towards cleaner energy is accelerating, and investors in the energy and natural resources sectors are navigating
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
Five factors we use to track recession risk, and what they say now
1 The Sahm rule tracks the unemployment rate. It states that if the three-month moving average of the U.S. unemployment rises more than 50 basis points from its low point over the
Private Credit 2025: Navigating Yield, Risk, and Real Value
Private credit is doing exactly what investors hoped it would in a year like this: providing strong, floating-rate yield and acting as a shock absorber from market volatility. Both Direct Lending and
Asia Fixed Income Investment Outlook – Quarterly Update
Asia high yield sectors continued to perform well The core sectors within Asia high yield that range from financials, commodities, infrastructure, renewables, and gaming, continue to perform positively from a credit perspective.
Blackstone leads $7bn equity investment into Rogers Communications subsidiary
Blackstone, alongside a group of leading Canadian institutional investors, has agreed to invest $7bn in a new subsidiary of Rogers Communications, marking one of the largest private equity-led infrastructure transactions in North
2025 Outlook for European Fixed Income: From Uncertainty to Opportunity
For a deeper dive into this topic, read European Fixed-Income Outlook 2025: Adversity, Uncertainty, Opportunity. TRANSCRIPT: John Taylor: In 2024, we had a lot of election risk driving market volatility, and as