How to invest in high-quality companies with good management

With markets at all-time highs, 2025 brings both growth potential and the risk of correction. Investors face challenges, especially those relying on dividends, as valuations soar. Global tech giants are driving growth, but sustainability remains uncertain. Property & Infrastructure: Mild recovery and stability make them attractive in uncertain times. Interest Rates: Minor impact on fixed-income investments, despite rate cuts. Stay informed, stay diversified, and focus on long-term goals! Read more on Oakwood Lifestyle Advisers: https://lnkd.in/giB2sP9q #investment2025 #markettrends #dividendinvesting #propertyinvesting #infrastructureinvestments #financialstrategy #globalmarkets #riskmanagement #wealthmanagement #financialadvisers

Can global small caps take big steps in 2025? Portfolio Manager Nick Sheridan discusses the strategic value of investing in global small caps in 2025 for enhanced portfolio diversification, growth potential, and attractive valuations.

Market downturns, while unsettling, often present the most compelling investment opportunities. When fear and uncertainty grip the market, valuations can become significantly depressed, creating a unique chance to acquire high-quality assets at attractive prices.

KKR’s 2025 Outlook: Unlocking Opportunities in a New Era of Growth KKR remains optimistic about the potential for President Trump’s pro-growth policies to attract significant foreign investment capital into the United States. With a renewed focus on economic independence, deregulation, and infrastructure revitalization, the U.S. is positioning itself as a global magnet for capital. Renewed Optimism for Foreign Investment Under the Trump administration’s policies, the U.S. is expected to leverage tax reform, streamlined regulations, and targeted incentives to create a business-friendly environment. These measures aim to draw foreign investors seeking stability, innovation, and access to resilient markets. Key sectors likely to attract capital include: 1. Energy Independence: By ramping up local energy production, including oil, natural gas, and renewables, the U.S. offers an attractive destination for energy-focused foreign capital. Investors, particularly from regions dependent on energy imports, may look to the U.S. for secure, long-term opportunities. 2. Technology Infrastructure: The growing demand for AI-driven advancements and tech-enabled supply chains creates opportunities for foreign firms to invest in data centers, semiconductor production, and 5G networks. 3. Manufacturing and Supply Chains: Reshoring efforts, combined with a focus on resilient supply chains, are likely to attract foreign companies eager to participate in the localized production boom and reduce their reliance on volatile global networks. Why the U.S. is a Prime Destination The U.S. offers unique advantages for foreign investors, including access to deep capital markets, a highly skilled workforce, and strong intellectual property protections. Additionally, an emphasis on deregulation and infrastructure investments under the Trump administration is likely to lower barriers and enhance returns for international capital. Positioning for Growth KKR is well-equipped to capitalize on this inflow of foreign investment by targeting private market opportunities that align with these themes. Energy assets, tech infrastructure projects, and middle-market companies that benefit from deregulation and foreign partnerships are areas of strong focus. Conclusion The combination of pro-growth policies and strategic initiatives to boost economic independence positions the U.S. as a top destination for foreign investment. With its expertise in private markets, KKR is ready to help international investors unlock value in this dynamic, opportunity-rich environment.

 10 January 2025: My KKR Partner Henry McVey and his Global Macro team are out with their Outlook for 2025. Their “Regime Change” macro assessment focuses on four key factors that they believe necessitate a new approach to traditional asset allocation strategies for investors. One of those factors: the heightened importance of geopolitics. As Chairman of the KKR Global Institute, I have the privilege of leading an organization that identifies geopolitical risks during the diligence process and ensures that we can mitigate those risks sufficiently to ensure they will not prevent a successful investment outcome. Beyond that, we also work hard to identify opportunities in the increasingly complex geopolitical landscape. You can read the Global Macro team's report here:

Market corrections🔻though unsettling, are temporary by nature. They act as resets, offering opportunities to buy at lower prices. Over time, economies adapt and companies innovate, driving sustainable growth. History shows that while dips and downturns happen, the long-term trend of the market is upward. Growth is permanent, fueled by technological advances, productivity, and expanding global demand. For educational purposes only. Do not consider as investment advice. #investing #marketcorrection #indianmarkets #lifelongwealth

The Week: Mounting volatility in investment markets After the sell-off in late July, markets have been uneventful for much of August, but that appears to be changing as people return to work. Read more in the latest edition of The Week: https://lnkd.in/e4UWa_PW #IFAs

Corrections in the equity market are essential for maintaining healthy valuations, preventing excessive speculation, and fostering sustainable growth. They create opportunities for long-term investors to enter at better prices, rebalance portfolios, and reassess strategies. By curbing irrational exuberance, corrections enhance market efficiency and resilience, ensuring long-term stability and growth potential.

Staying ahead in today's global economy is all about knowledge and agility! 🌍 Nigel Green recently highlighted the impact of a 'two-speed economy' on investments, emphasizing the importance of being informed and reacting swiftly. Whether it's shifts in consumer behavior or emerging market trends, staying updated allows us to make proactive investment decisions. How do you handle the complexities of the global economy when handling your financial planning? Sometimes it is very difficult to react to the changes in the global economy, you might know what is happening but you might not know how to react in a way that leaves you with good results. I believe you should always have knowledgeable people around you, who help you to make the right decisions. Follow those people and learn from them, it can be in the form of conversations, mentorships, classes. Whatever it takes to get knowledge do it. You can start by reading this very informative article and share your thoughts, I would love to hear them. Read more: https://lnkd.in/gafJ4Mi2 #GlobalEconomy #InvestmentInsights #StayInformed #Wealthcreation #Finance #FinancialPlanning