Global Perspectives

KKR Insights
Phase II: The Next Chapter
BY HENRY H. MCVEY • May 19, 2020

Phase II: The Next Chapter

Phase II: The Next Chapter Following a fairly rapid ‘recovery’ in the capital markets after the advent of the coronavirus, we are now entering the second chapter, which we are calling Phase II, of what we believe will be a multi-quarter de-leveraging cycle driven largely—in contrast to the downturn of 2008—by the corporate sector. As we expect to see consumer demand below trend until a vaccine is not only developed but also made widely available, investors shou....

Apr 15, 2020

Keep Calm and Carry On

By Henry H. Mcvey

Keep Calm and Carry On Throughout KKR’s forty-four year history, our track record has shown that we are at our best when we are engaged....

Apr 15, 2020

V for Volatility

By Chris A. Sheldon

V FOR VOLATILITY We began 2020 recognizing that the persistence of 2019 market trends -- the zealous yearn for yield, spread compression, and conti....

Jan 15, 2020

Play Your Game

By Henry H. Mcvey

Play Your Game Given the heightened “noise” around geopolitics and macroeconomic uncertainties, our strong suggestion is to play heavily ....

Oct 24, 2019

Wisdom in Curiosity

By Henry H. Mcvey

Wisdom in Curiosity With geopolitical and macroeconomic concerns mounting of late, we have spent a considerable amount of time working with our....

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....