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KKR Insights
Mid-year Update: Five Areas of Focus
BY HENRY H. MCVEY • Jul 13, 2017

Mid-year Update: Five Areas of Focus

As we peer around the corner today on what tomorrow might bring, our work still leads us to forecast lower overall returns. Against this backdrop, however, we see five areas that we believe can help drive both absolute and relative outperformance. First, we believe that we have entered an important period of change in global corporate structures. Driven by factors such as increased activism amidst declining returns on equity in foreign markets, we see many CEOs now striving to better simplify th....

Jun 07, 2017

Indonesia: Harnessing its Potential

By Henry H. Mcvey

Our recent trip to Southeast Asia leads us to upgrade our investment outlook for Indonesia. The country has one of the most compelling demographic sto....

May 10, 2017

The Ultra High Net Worth Investor: Coming of Age

By Henry H. Mcvey

If we are right about the macroeconomic backdrop that we laid out in our 2017 Outlook: Paradigm Shift, then Ultra High Net Worth investors, particular....

Mar 30, 2017

Europe: Complexity Rules

By Henry H. Mcvey

Our most recent macro deep-dive across Europe left us with several high conviction investment conclusions. First, we have boosted our European GDP for....

Jan 11, 2017

Outlook for 2017: Paradigm Shift

By Henry H. Mcvey

We view Donald Trump’s ascendancy to the Presidency of the U.S. as confirmation of a political and economic paradigm shift that started with Brexit ....

Oct 13, 2016

Asia: Pivot Required

By Henry H. Mcvey

Beyond a rapidly changing macro outlook, the tools required to be a successful investor in Asia are changing too. As such, we think that investors....

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