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Global Perspectives

KKR Credit
The Last Six Months of LIBOR: We Don’t Have to Live Like Sisyphus
BY TAL REBACK • Jan 18, 2023

The Last Six Months of LIBOR: We Don’t Have to Live Like Sisyphus

Why Market Participants Should Act Now “The struggle itself is enough to fill a man’s heart.” –Albert Camus, The Myth of Sisyphus A little more than a year ago, market participants were preparing for the penultimate step to LIBOR’s demise as the deadline for no new LIBOR origination approached on January 1, 2022. In anticipation of this goal, industry, regulatory, and market leaders worked for over a decade to solve the problem of how to thoughtfully unwind over $300 trill....

Dec 19, 2022

Outlook for 2023: Keep It Simple

By Henry H. Mcvey

Despite all the uncertainty across today’s global capital markets, we are poised to enter 2023 with a more constructive tilt, especially on many par....

Dec 13, 2022

Regime Change: The Benefits of Private Credit in the ‘Traditional’ Portfolio

By Henry H. Mcvey, Racim Allouani

We continue to believe that, in the new macroeconomic regime we have entered, the positive correlation between stocks and bonds will likely be long-....

Dec 07, 2022

The Law of the Jungle

By Christopher A. Sheldon, Kevin McMahon, Kristopher Novell

As we engage with our investors during these uncertain times, we are often asked, “Where are you seeing the most attractive relative value opportu....

Sep 28, 2022

The Times They Are A-Changin’

By Henry H. Mcvey

During an overall great run for financial assets in recent years, the Endowment and Foundation community – by almost all measures – exceeded expec....

Aug 09, 2022

The Credit Sun Also Rises

By Christopher A. Sheldon, Kristopher Novell, Tal Reback

It would be an understatement to say that the second quarter’s volatility left global investors on the edge of their seats. Rising rates continued....