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KKR Blog

AUG 04, 2022

Thoughts from the Road: Keeping Perspectives

Thoughts from the Road: Keeping Perspectives

When I last visited Aidan Corcoran and Bola Okunade in London back in May, we left the various meetings we organized there with a decidedly more cautious outlook for the global economy, Europe in particular (see our note Thoughts From the Road, May 2022). While we are again trimming our growth forecasts and raising our inflation outlook, our change...

JUL 08, 2022

Why Europe will emerge stronger from the current crisis

Why Europe will emerge stronger from the current crisis

Reading the news these days can be a depressing experience: With the Russian invasion of Ukraine, the horrors of war have come back to Europe, serving as a horrid and stark reminder of both the value and the fragility of European peace. Looking at our economy, the war has triggered market volatility, further stoked inflation, raised commodity pri...

JUN 22, 2022

A Q&A with KKR’s Sustainability Expert Advisory Council

A Q&A with KKR’s Sustainability Expert Advisory Council

At the end of last year, KKR announced the formation of our Sustainability Expert Advisory Council (SEAC), a six-member independent council that aims to bolster KKR’s environmental, social and governance (ESG) expertise and capabilities and advance our firm’s strategy and practices in this area. We have already benefited from our members’ e...

MAY 25, 2022

Thoughts from the Road: Walk, Don’t Run

Thoughts from the Road: Walk, Don’t Run

I recently spent time in London with Aidan Corcoran and Bola Okunade. This was my second visit to the United Kingdom since COVID, and I left decidedly more cautious on the global economy, Europe and Great Britain in particular. Fueling my conservatism about growth were a series of meetings we hosted with leading macro professionals, policy makers, ...