Global Perspectives

KKR Insights
The Road Ahead
BY HENRY H. MCVEY • Oct 01, 2020

The Road Ahead

The Road Ahead In recent weeks we have received a slew of requests for more insights about China’s changing role in the global economy, including its relationship with the United States, as well as the Federal Reserve’s ‘new’ shift towards average inflation targeting (AIT). Without question, both topics are important ones that reflect the increasing complexity of the current global macro environment. In our humble opinion, the U.S.–China relationsh....

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....

May 19, 2020

Phase II: The Next Chapter

By Henry H. Mcvey

Phase II: The Next Chapter Following a fairly rapid ‘recovery’ in the capital markets after the advent of the coronavir....