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
Investing for Security in Unstable Times: Energy and Supply Chains
What type of businesses could benefit? We believe companies that manufacture equipment or infrastructure for electrification should continue to enjoy solid growth as the quest for energy security plays out. Similarly, equipment
And One More Thing … in Credit
On January 9, 2007, Steve Jobs took the stage at Macworld and unveiled the iPhone, forever altering the trajectory of technology. This moment is often regarded as one of the most pivotal
APAC Data Center Cooling Market to Reach Investment of $5.73 Billion by 2029 – Arizton
Industry Analysis Report, Regional Outlook, Growth Potential, Price Trends, Competitive Market Share & Forecast 2024–2029. According to Arizton’s latest research report, the APAC data center cooling market is growing at a CAGR
Serve Robotics Stock Rises – Is It a Buy?
Serve Robotics Stock: What’s Driving the Surge? Serve Robotics stock has been making waves in the stock market, attracting investor attention with its recent price surge. The company, known for its autonomous
Staying cautious on European risk assets after Germany’s election
Germany’s election results provide a degree of policy predictability, although talks to form a coalition government are likely to take time. However, with little hope for a material change in fiscal policy
Unearthing Successful Companies through Corporate Carve-Outs
The goal of every private equity transaction is to unleash a company’s untapped potential. But carve-outs have an added twist: The “company” in question isn’t a company yet. In most successful carve-outs,
Fastenal : Growth Trends, Challenges & Key Investment Insights
[content-module:CompanyOverview|NASDAQ:FAST] Fastenal Inc. (NASDAQ: FAST) is a leading supplier of construction and industrial supplies, including fasteners, bolts, screws, studs, washers, as well as safety supplies and tools for maintenance repair and operations
LO Women Invest – Life-cycle investing and asset allocations
This new edition of our LO Women Invest publication is devoted to two main topics : first, life-cycle investing and asset allocation, and second, 2025 risk and return expectation across liquid, sustainable
In Brief: And One More Thing … in Credit
The following are key takeaways from our Credit & Markets Q4 Review and 2025 Outlook. In 2007, Steve Jobs introduced the iPhone, changing how we connect, work, and interact with the world.
Investment Insights – by HindeSight Letters
Link to download our June 2018 Investment Insights: Energy & the Economy HindeSight Investors Insights June 2018 861KB ∙ PDF file Download The HindeSight Investment letter from 2018 where we looked at