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Investing in Sustainability
As part of KKR’s “Investing in Sustainability” webinar series, we bring together various voices and ...
Global Perspectives
KKR Blog
Are High Yield Bonds More Valuable than They Appear?
By John M. Reed, Terry Ing
In some countries, cars have warnings on their side mirrors: Objects may be closer than th...
Gap Analysis: Syndicated Market Thaw Points to an Opening for Private Junior Debt
By George Mueller
The syndicated debt markets are open for very large companies―a $5.5 billion financing...
Thoughts from the Road - Europe: Managing Through
By Henry H. McVey
Aidan Corcoran, who heads our European macro effort, and I recently spent time traveling...
Thoughts from the Road - Asia: A Changing Landscape
By Henry H. McVey
I recently traveled in Japan and China with Frances Lim, who heads up our macro effort a...
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KKR Credit
Asset-Based Finance: A Fast-Growing Frontier in Private Credit
The impressive speed at which private asset-based finance (ABF) has expanded in the wake of the Global Financial Crisis is a sign of an ongoing structural shift that we think will continue to drive strong growth. Considered alongside its potential investment benefits, we think the asset class has earned investors’ attention. The private ABF asset class at the end of 2022 was 67% bigger than in 2006 and 15% bigger than it was in 2020. Its share of the overall asset-backed market has risen fro....
Mar 27, 2023
Credit’s Odyssey: Steering Toward Ithaca
At any other time, the events that took place in Credit markets during the fourth quarter of 2022 would have seemed extraordinary. Given the year go....
Mar 01, 2023
Regime Change: The Role of Private Equity in the‘Traditional’ Portfolio
At KKR we still firmly believe that we have entered a different macroeconomic regime for investing, where the traditional relationship between stock....
Feb 09, 2023
Eye of the Tiger
We have been suggesting since the onset of the pandemic that we are experiencing a macro ‘regime change,’ driven this cycle by a variety of uniq....
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 ....
Dec 19, 2022
Outlook for 2023: Keep It Simple
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....
