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
Global Investment Outlook 2025 – WTW
2024 proved to be a year of exceptional returns for many financial assets. We saw major stock market indices, including the S&P 500, reach record highs and the Federal Reserve cut interest
2025 Credit Outlook: On Firm Ground, Despite Shifting Political Sands
New policies could disrupt markets, but high starting yields and strong demand for income should provide ballast. 2025 is ushering in new political regimes across the world, and with them a spate
Tariffs, Tempests, Turnarounds: What’s Next for Renewable Energy?
Wood Mackenzie, a data and analytics provider for the energy sector, estimates that AI software powered by large language models will require a rapid ramp-up in data center capacity, driving electricity demand
Our investment and economic outlook, January 2025
“Just as supply-side factors such as increased productivity and plentiful labor drove robust growth amid continued disinflation in 2024, we would expect the next-most-likely scenarios to be supply-driven,” said Qian Wang, head
Seeking Efficient Income in Uncertain Times? Broaden Your Horizons
Monika Carlson: Today’s environment is very challenging, and it has a lot of unknowns. It seems like the markets are reacting to different headlines on a daily basis. But investors’ need for
Can European Stocks Overcome Fallout from “America First” Agenda?
European equity markets may look vulnerable to fallout from new US policies. But some companies offer investors reasons to cheer. European companies are facing a raft of new challenges from the policy
Multi-Asset 2025 Outlook: Expanding Horizons
US Policy and Deficits Add Uncertainty Our outlook, of course, is subject to change given several uncertainties in the mix. We’re closely watching policies expected out of the new US administration, which
Insights & Economic Outlook for 2025
As we dip our toes into 2025, the global economic landscape is marked by complexity and rapid change, including in Europe. While the year ahead may not promise quick returns, investing in
Investment insights for a prosperous 2024
SCB WEALTH gleans crucial investment insights for a prosperous 2024 Investors urged to structure their portfolios into core and opportunistic holdings for sustainable returns
Sustainable Finance Market
Sustainable Finance Market Poised for Strong Growth Amid Rising ESG Investments The sustainable finance market is experiencing significant growth, driven by the rising global focus on environmental, social, and governance (ESG) investments.