Global Perspectives

KKR Insights
The Odyssey
BY CHRIS A. SHELDON • Nov 02, 2020

The Odyssey

THE ODYSSEY For centuries humanity has embarked on many different types of journeys. The concept of a journey can vary by perspective, but all journeys share one thing in common: they begin with the process of finding a path to move forward. We parted ways last quarter noting that we were “on the road again” – a journey that will inevitably be long and winding, but also embedded with opportunities along the way. Although it may feel as t....

Oct 01, 2020

The Road Ahead

By Henry H. Mcvey

The Road Ahead In recent weeks we have received a slew of requests for more insights about China’s changing ro....

Sep 24, 2020

The New Normal

By Paula Campbell Roberts

The Long-Term Impact of COVID on Cities & Consumers In this paper, I will explore the impact of COVID-19 on US cons....

Sep 10, 2020

Asset-Based Finance

By Daniel Pietrzak, Matthieu Boulanger

Summary Private Asset-Based Finance (“ABF”) is an essential component of Private Credit. Much like le....

Jul 30, 2020

The Twilight Zone

By Chris A. Sheldon

THE TWILIGHT ZONE The first quarter of 2020 will go down in history as the highest velocity market draw....

Jul 14, 2020

The End of the Beginning

By Henry H. Mcvey

The End of the Beginning In this report, our third note in this new post-COVID world in which we find ourselves, we ta....