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
The Hard-Coding of the US Electorate…and What It Means for Markets
In our upcoming AB Disruptor Series webcast, we’ll explore the changing dynamics of US elections and the potential implications for markets and investing. There’s a long-standing viewpoint among investors that US elections
Seven Questions for Your Systematic Fixed-Income Manager
Systematic fixed-income investing is attracting increased attention but needs specialist skills and resources. Does your manager have what it takes? Investors are warming to systematic processes in bond markets. In this new
Equity Outlook: As Volatility Rises, Resist the Tactical Temptation
Earnings Growth Patterns Are Changing So what should investors look for? It depends on your investment philosophy. Growth investors can target companies with clear business advantages to support profits that exceed the
Multi-Asset Income 2025 Outlook: Broader Is Better
Investment-grade bonds are also appealing from a risk management perspective, in our view. While not our base case, a hard landing scenario should help investment-grade bonds perform strongly, with a fall in
Investment in Ireland: Key insights for UK Private Equity investors
Over the last two years we have been fortunate to have supported clients on a number of exciting private equity investments in Ireland across several sectors such as healthcare, managed IT
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
Rep Data Secures Growth Investment to Advance Technology Innovation Across the Insights Industry |
Investment signals strong confidence in Rep Data’s leadership, fueling investment in ground-breaking technology, expansion of tech-enabled research services and strengthening its position as the premier partner for high-quality research data. NEW ORLEANS,
US stocks offer upside despite tariffs, DeepSeek challenges
While import tariffs may challenge high US stock valuations in the near term, corporate tax cuts and a recovery in non-consumption driven sectors should support earnings growth this year. DeepSeek developments may
Swiss exports look resilient to Trump’s tariffs
How vulnerable is Switzerland’s export-oriented economy to shifting US trade policy? The country has responded to weaker demand from China and Europe by exporting more to the US. Now, the threat of
Rethink multipolarity – an investor’s roadmap
A geopolitical re-set seems to be gaining pace as the US and Russia’s envoys met in Saudi Arabia to prepare negotiations to end the Ukraine war. The implications for the global economy