Henry H. McVey outlines his team’s perspective on entering a period of reflation, that will look dramatically different from other recent economic recoveries, and why this environment will favor investors who take a thematic top-down approach and are willing to lean into uncertainty.
Like Agent 007, credit investors need connectivity and access to the right tool kit to continue to succeed in this increasingly fragmented and siloed market. Read how KKR Credit is using their version of Q’s gadgets to cross pollinate and source proprietary opportunities in their latest quarterly letter.
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