Aidan T. Corcoran

Aidan T. Corcoran

Managing Director, Global Macro, Balance Sheet and Risk

Aidan Corcoran (Dublin) joined KKR in 2014, and is a member of the Global Macro, Balance Sheet and Risk team, with responsibility for EMEA, and a Portfolio Manager for certain KKR investment funds. Prior to joining KKR, Mr. Corcoran wa...

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DEC 31, 1969

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 infl...

DEC 31, 1969

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 profe...

DEC 31, 1969

Europe: Returning to Normality

Europe: Returning to Normality

Aidan Corcoran, who covers European macroeconomics for KKR, and I recently spent some time in London and Madrid on the way to the KKR European PE conference. Our Thoughts from the Road are as follows: Europe remains on an economic upswing, and as such, we are now revising our 2015 European GDP forecast to 1...

DEC 31, 1969

Europe: More to Be Done

Europe: More to Be Done

Without question, the European macro backdrop remains a complex one, and as such, we thought it might make sense to share some of our most recent macro findings after a late November trip through Europe. To this end, please find below some high level conclusions as well as some more granular details from our latest Thoughts...