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Global Perspectives

KKR Insights
Wisdom in Curiosity
BY HENRY H. MCVEY • Oct 24, 2019

Wisdom in Curiosity

Wisdom in Curiosity With geopolitical and macroeconomic concerns mounting of late, we have spent a considerable amount of time working with our deal teams and clients on three areas of intense focus: the impact of negative interest rates, the outlook for economic growth/capital markets in 2020, and the validity of risk-adjusted returns in private markets. In terms of negative interest rates, we believe that central bank intervention – coupled with slower nominal GDP growth – suggest t....

Oct 02, 2019

The New Consumer

By Paula Campbell Roberts

The New Consumer Introduction Ten years into the longest economic recovery in the history of the United States, investors are becoming in....

Aug 06, 2019

Hot Spots

By Henry H. Mcvey

Hot Spots We recently journeyed to Beijing and London, two of the most important geopolitical “hot spots” for global investors these days. Both....

Jun 20, 2019

Stick to the Plan

By Henry H. Mcvey

Stick to the Plan With all the geopolitical ‘noise’ swirling around these days, there is a growing propensity in the investment community ....

Apr 16, 2019

The Uncomfortable Truth

By Henry H. Mcvey

As the intensifying yearn for yield by investors increasingly bumps up against “the uncomfortable truth” of declining interest rates amidst s....

Feb 27, 2019

Another Swing at the Plate

By Henry H. Mcvey

In response to a surge in client questions we have fielded since our 2019 Outlook piece was published in early January, we are taking “another swing....

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