The world financial industry includes the banking sectors, insurance, assets management and capital market and plays an important role in supporting economic activity. According to Mckinsey, The bank industry manages assets worth 400 trillion from 2025, contributing about $ 7 trillion and $ 1.1 trillion in annual income and benefits, respectively. On the other hand, the largest financial services sector is high, increasing more than 16% in the last year (from the writing of this article), surpassing the 6% performance of the largest market in the same period. This robust growth is expected to continue for the rest of 2025, with the impetus driven by the fall of interest rates, cooling the inflation and faith of investors in the sector, creating potential in reverse.
Despite a brief macroeconomic uncertainty, the US economy improved more than expected by 2024, and GDP growth reached about 2.7%. Although advances are expected to slow down by 2025, with a growth that probably drops to 1.5%, the financial sector remains strong, supported by FED’s rates cuts, more constant regulations and a comeback in market activity. In addition, the record debt of $ 17.7 trillion is expected to increase corporate refinancing needs to affect loans patterns.
In the face of, financial companies remain strong to re -revive financial markets, as recent forecasts indicate that M&A activity, purchases and private loans collect Steam in 2025. In addition, companies are making strategic offers and invest in AI technology, feeding rapid growth in private markets. In addition, private credit assets under management could be doubled soon, as more companies and individuals are looking for funding outside of traditional banks. This increase in offers and fundraising follows several quiet years and establishes the main financial players for solid benefits.
In contrast, the global insurance sector deals with economic turbulence, high inflation and unpredictable interest rates. Personal and casualties insurance grew 9.5% from 2022-2023, reaching $ 1.1 trillion, mainly driven by rate increases instead of new companies. Thus, the sector focuses on geographical innovation and diversification, expanding in the Asian and Latin American emerging markets. At the same time, in the United States, concerns about accessibility are forcing insurers and other sectors to reduce costs and improve their digital services.
As such, innovation and digital transformation are promoting the financial sector, as banks have dumped more than $ 600 million in technological updates, exceeding even technology companies, according to MCKINSEY. Despite this mass investment, labor productivity has dropped by 4% in the last 15 years. This disturbing decrease has created a pressure to make these technological investments pay. With hope, as AI, Automation and Cloud they adopt, companies are expected to transform their business models and improve digital services to increase customer efficiency and reach.
Meanwhile, new fare policies are shaking world markets, in addition triggerMacroeconomic uncertainty. Billionaire Ken Fisher He is still critical of these measures, as he argues that it is not necessary to worry about them. Published the following statement to X.
“What Trump awakened on Wednesday is stupid, wrong, arrogantly extreme, ignorant, and addressing a non -problem with wrong tools. It will fade and fail, and fear is greater than the problem, which is bullish from here.”
He believes that financial stocks can recover -after passing the initial shock, drawing a historical parallel: “This may be the case as well as the 1998 stock market correction, which results in an annual return of 26%.” As interest rates fall and economic pressures facilitate, investors are financial companies to obtain possible recovery gains and long -term strategic positions.
To collect this list, we reviewed the files of Ken Fisher’s Sec Q4 2024 13f. We have chosen 10 actions that have the highest potential of their current levels from April 22. Finally, we classified the stocks in ascending order based on their potential for the analyst, while also raising the coverage background for these actions according to the Monkey Insider Monkey database.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
KKR & CO. Inc. (KKR): Between Ken Fisher’s finance actions, a billionaire, with great potential on reverse
A modern financial advisor to a negotiation monitor, managing for a group of investors.
Number of coverage fund holders: 83
Potential in reverse: 47.96%
KKR & CO. Inc. (NYSE: KKR) is a global alternative asset manager, investing in private capital sectors, real estate, credits and infrastructure. With investments in various industries, such as technology, consumer goods, health care and natural resources, the company seeks purchase offers, growth opportunities and credit investments in North America, Europe and Asia. Its expansion of division and growth of private wealth in the real estate and infrastructure sectors have allowed him to become a leading actor in the financial sector worldwide.
For the year ended on December 31, 2024, KKR recorded strong results with revenue related to $ 3.66 per action and adjusted revenue up to $ 4.70 per action, both of which are almost 40% more than the previous year. In the fourth quarter only, Kkr & Co. Inc. (NYSE: KKR) obtained $ 0.94 per action and raised $ 906 million in management rates. He also raised $ 114 million by 2024, the second best year of fundraising and increased his payment of dividends to $ 0.74 per action. In addition, the company’s private wealth segment doubled AUM in the K to $ 16 billion, showing strong growth with individual investors.
In addition, KKR Capital Participation and Markets Units had a good time as private capital infrastructures and investments grew 14% annually. Monetization activity increased more than 40% of Yoy and capital revenue exceeded $ 1 billion for the first time. KKR & CO. Inc. (NYSE: KKR) hopes to win at least $ 4.50 in Free by action by 2026 as it continues to expand.
KKR is part of Ken Fisher’s portfolio, which indicates confidence and confidence in its long -term potential. As mergers and acquisitions are increasing and more people invest, KKR’s wide platform gives it advantage. With Global Reach and Review Sadady Growth, KKR & Co. Inc. (NYSE: KKR) It seems promising among financial companies with space to grow.
Usually kkr Ranks 4th In our list of finance bag of Ken Fisher’s billionaire, with great potential on the reverse. Although we recognize the potential of KKR as an investment, our conviction lies in the belief that some AI actions have a greater promise to obtain higher yields and do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of Ia most promising than KKR but you are quoting less than five times, see our report on this Ia stock cheap.
