Anastasia Amorosa

Chief Investment Strategist at Partners Group who discusses earnings, market breadth, and investment themes such as housing and AI adoption from a fundamentals perspective.

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Jan 21, 2026 • 43min

Closing Bell Overtime: President Trump lifts markets from Davos; KKR’s Henry McVey on top opportunities 1/21/26

Henry McVey, Partner at KKR, shares his insights on macro outlook and asset allocation strategies, emphasizing the importance of owning assets tied to nominal GDP. Anastasia Amorosa, Chief Investment Strategist at Partners Group, discusses the significance of earnings and housing affordability amid market noise. They analyze President Trump's uplifting comments from Davos that spiked market reactions and explore investment themes driven by AI and geopolitical factors. Both guests stress the importance of focusing on cash flow and quality in a volatile environment.

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