Global Perspectives

KKR Insights
Play Your Game
BY HENRY H. MCVEY • Jan 15, 2020

Play Your Game

Play Your Game Given the heightened “noise” around geopolitics and macroeconomic uncertainties, our strong suggestion is to play heavily to one’s strengths in today’s markets. All of us at KKR see a clear path forward to leverage the distinct areas of investment and operational expertise that we have developed as a firm during the last 44 years to “control our own game,” including when and where we deploy capital on behalf of our limited partners. At the moment, we feel stro....

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....

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....