KKR Blog

A lasting consequence of the 2008–’09 financial crisis is a precipitous drop in bank lending in many parts of Europe. According to the European Central Bank (ECB), lending to nonfinancial corporations declined by nearly 12 percent from January 2009 to March 2014. In contrast, demand for credit from businesses of all sizes continued to increas...

Over the past few weeks I have spent a considerable amount of time in Europe reviewing the macro-economic landscape with my colleague Aidan Corcoran, who joined the KKR Global Macro & Asset Allocation team through the Firm’s recent acquisition of Avoca Capital in Dublin, Ireland. As part of his full integration, we spent several days i...

Without question, the European macro backdrop remains a complex one, and as such, we thought it might make sense to share some of our most recent macro findings after a late November trip through Europe. To this end, please find below some high level conclusions as well as some more granular details from our latest Thoughts From the Road. ...

Today’s agricultural sector consumes vast amounts of natural resources for production. Food consumption is expected to increase worldwide by more than 50% by 2050, during which time per capita arable land will reduce by approximately 50%, according to a study by Rabobank and the Australian Bureau of Agricultural and Resource Economics and Scie...