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Global Perspectives

KKR Insights
You’re gonna need <br>a bigger boat!
BY MATTHIEU BOULANGER, Daniel Pietrzak • Jan 27, 2022

You’re gonna need
a bigger boat!

Through our recent conversations with management teams globally, we were reminded of the 1975 thriller “Jaws.” In it Mayor Vaughn exclaims “We need those Summer dollars!” as he grapples with the decision to close beaches during the summer high season. After having to deal with COVID restrictions, forced business closures, Delta variant scares and now Omicron, there was a strong desire among CEOs to return to business as usual. We examined top line growth in the nearly 300 bo....

Dec 16, 2021

A Different Kind of Recovery

By Henry H. Mcvey

As we peer around the corner towards tomorrow, our macro viewpoint remains that this cycle will be different. The ongoing uncertainty linked to COV....

Nov 10, 2021

Credit Royale

By Chris A. Sheldon

As with all great stories and cycles — they begin and end somewhere. Years of history, plot twists, and rotating protagonists have made the credit....

Oct 13, 2021

How COVID Lifted and Shifted IT Priorities

By Tomas Kubica, Jyo Sinha

Overview There is little doubt that technology has gained even more prominence in the post-pandemic world. Businesses have shifted their infrastruc....

Oct 06, 2021

Dream Big

By Henry H. Mcvey

It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey i....

Aug 05, 2021

DIAL M FOR MARKET

By Chris A. Sheldon

We began the year recognizing that the fundamental investing landscape had dramatically shifted. We related to this new investing paradigm through....

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