News

December 18, 2024

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

November 27, 2024

'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.

November 4, 2024

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

September 30, 2024

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.

September 19, 2024

Patrick Kennedy on the Markets

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

July 22, 2024

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."

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