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Henry H. McVey revisits key topics explored in his 2021 Outlook and discusses the emergence of inflationary pressures and rising rates. While these are risks to consider, Henry ultimately sees a constructive environment for collateral-based cash flows where we get reflation without runaway inflation, as this synchronized global economic recovery continues to unfold.
In the final edition of KKR’s V for Volatility series, Chris Sheldon, Tal Reback and Kris Novell discuss the breadth and velocity of the 2020 drawdown and snap back in the credit markets, reflect on the changing credit landscape, and explore how 2020 composed a new market score, creating a new opportunity set ahead.
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