KKR Blog

When Aidan, Bola, and I penned our last Thoughts from the Road note on Europe in early August (see Keeping Perspectives), we indicated that sentiment was likely too bearish relative to fundamentals. This backdrop was an opportunity, we believed. Since then, European equities have outpaced those in the U.S., with the Eurostoxx up more than double ...

Globally, the digital economy plays an important role in driving inclusive growth. With close to 60% of the global population digitally connected today, digital tools have helped to increase access to financial services, healthcare, education, employment, and improve the efficiency and quality of some of these services.1 This impact has been part...

We convened experts from our investment teams and our KKR Sustainability Expert Advisory Council (SEAC) to cover several important aspects of investing in the energy transition, energy security, and climate action for the third installment in our “Investing in Sustainability” series. In a one-on-one conversation and a panel discussion, they c...

For yield-hungry investors, the buffet is open. After more than a decade of extremely low interest rates, the leveraged credit markets in Europe and the United States are awash in yield, and not only for the riskiest credits. Historically, periods of extraordinary returns have followed when credit is as cheap as it is now. And while many in...