Keep pulling the thread on Anastasia Amoroso.
Anastasia Amoroso predicts that the Strait of Hormuz will most likely be reopened.
Investment in AI capital expenditures has driven 35% to 45% of U.S. economic growth over the last several quarters.
The cloud businesses of Microsoft, Google, and Amazon are projected to accelerate their growth to 23% or more this year and into next year.
The increase in valuation for the Magnificent Seven companies over the past two years has been driven by earnings growth rather than multiple expansion.
Within Partners Group's direct private equity portfolio of 65 companies, only 8 have some form of commodity or oil price exposure.
Unlike in the past when only the Magnificent Seven showed strong results, a broader range of companies are now delivering over 10% earnings growth.
NVIDIA is a standout performer in the current earnings season.
The U.S. economy is 63% less oil-intensive than it was in the past.
90% of Partners Group's portfolio companies have an active AI initiative.
Partners Group believes the market is incorrect in its assessment that the software industry is dead due to the rise of AI.
Anastasia Amoroso views AI tools as an extension of, rather than a replacement for, traditional software like Microsoft Excel.
Partners Group's current investment thesis is focused on the themes of energy efficiency, energy independence, and energy diversification.