News & Insights

Bloomberg Daybreak Asia: Tariff War Woes

A gauge of Asian stocks is on track for its third consecutive week of decline as market relief turned to angst after the White House clarified US tariffs on China rose to 145%.

China's 'Two Sessions' Kick Off Ahead of Trump Tariff Barrage

With US President Donald Trump's long-awaited tariffs set to take effect, we take a look at the broader market landscape with Patrick Kennedy, Founding Partner at AllSource Investment Management.

Software, Biotech and Cybersecurity Most Attractive Sectors for 2025

Bloomberg Daybreak Asia: Fed Outlook Drags Asia Stocks

Featuring: Paul Dobson, Bloomberg Executive Editor for Asia Markets Patrick Kennedy, Founding Partner at AllSource Investment Management

'Stock Picking Key;' Opportunities in Software, Cybersecurity, Biotech

“Stock picking is going to be key going forward,” says Patrick Kennedy, as the market is priced about right. He thinks software companies will see the next big leg up in the A.I. craze. He’s also favorable towards cybersecurity and biotech. He expects mid-teens earnings growth next year. Patrick is also bullish on gold, and sees more institutional adoption ahead for Bitcoin.

Bloomberg Daybreak Asia: US Election Eve

Featuring: Patrick Kennedy, Founding Partner at AllSource Investment Management Adam Coons, Co-Chief Investment Officer at Winthrop Capital Management

Private Equity In The NFL & Other Pro Sports

Private credit expanded when rates went up, explains Patrick Kennedy. He says that stress in private credit is still overblown, with his favorite subsectors being first-lien and asset-backed. He says manager selection is everything in this space, and the main cause for concern. He also talks private equity’s entry into North American sports ownership and what that means for investors.

Patrick Kennedy on the Markets

Patrick Kennedy, Founding Partner of All Source Investment Management speaks on opportunities in General Partnership Stakes.

Patrick Kennedy on the Markets

Patrick Kennedy, Founding Partner of All Source Investment Management, on markets. He spoke with hosts Bryan Curtis and Doug Krizner on "Bloomberg Daybreak Asia."

Patrick Kennedy on the Markets

Patrick Kennedy, Founding Partner of All Source Investment Management, on markets. He spoke with hosts Bryan Curtis and Doug Krizner on "Bloomberg Daybreak Asia."

Private Equity in Professional Sports

Patrick Kennedy, Founding Partner at All Source Investment Management, discusses the current state of private credit, and private equity investments in sports teams.

10 Best Investments for 2024

Rate cuts, disruptive technologies and supply-and-demand challenges are themes for the coming months.

Patrick Kennedy on the Markets

Patrick Kennedy, Founding Partner of All Source Investment Management, on markets. He spoke with hosts Bryan Curtis and Doug Krizner on "Bloomberg Daybreak Asia."

Could Trump’s tariffs spark a commodities super-cycle?

7 High-Return, Low-Risk Investments for Retirees

Income-producing assets help safeguard wealth and offer steady returns, even in volatile markets

US debt 'finally going to become a problem'

Having lingered "in the background for a long time," the more than $36 trillion federal debt may finally cause the U.S. some serious issues, said Patrick Kennedy, founding partner of All Source Investment Management.

'Valuations more attractive in private markets'

At a time when "public markets are looking quite frothy", Patrick Kennedy, founding partner of All Source Investment Management, explains why he likes private equity.

Major stock Indexes dip ahead of jobs report

Have gold prices peaked for 2024?

Gold Starts to Shine Again

10 Best Investments for 2024

The Wall Street Transcript – Money Manger Interview – Using Alternative Investments to Reduce Portfolio Volatility

Using Alternative Investments to Reduce Portfolio Volatility

Charting Where US Commercial Real Estate Is Headed