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Global Perspectives

KKR Insights
New World Order
BY HENRY H. MCVEY • Apr 25, 2018

New World Order

Without question, the multi-year decline in interest rates since the Global Financial Crisis has had a profound effect on the insurance business. Importantly, it comes at a time when the investment part of the insurance business is now often taking on more responsibility for driving profitability than the traditional underwriting function. Given this backdrop, getting asset allocation right has never been more important, in our view. The good news is that many CIOs in the insurance industry unde....

Mar 08, 2018

Diverging Paths

By Henry H. Mcvey

As we position our portfolio for the later stages of the economic recovery, we are further tilting our asset allocation targets to take advantage of t....

Feb 13, 2018

What Does Population Aging Mean for Growth and Investments?

By Paula Campbell Roberts, Ken Mehlman

Global populations are aging – on this there is little debate. However, what that means for growth, investment and social cohesion has been less oft....

Jan 11, 2018

Outlook for 2018: You Can Get What You Need

By Henry H. Mcvey

As we are poised to enter the 104th month of economic expansion amidst the second longest bull market on record in the United States, it is definitely....

Oct 11, 2017

Asia: Leaning In

By Henry H. Mcvey

In a world largely starved for structural growth, both cyclical and secular forces are now working in concert to create a favorable environment for ca....

Jul 13, 2017

Mid-year Update: Five Areas of Focus

By Henry H. Mcvey

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, how....

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