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Global Perspectives

KKR Insights
Hot Spots
BY HENRY H. MCVEY • Aug 06, 2019

Hot Spots

Hot Spots We recently journeyed to Beijing and London, two of the most important geopolitical “hot spots” for global investors these days. Both China and the United Kingdom are enduring long, drawn-out discussions around their roles as trading partners as well as destinations for foreign capital. In the case of China, our trip confirmed that there is already a structural shift occurring across supply chains and global footprints. While the road ahead will be a bumpy one for most market pa....

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....

Jan 09, 2019

Outlook for 2019: The Game Has Changed

By Henry H. Mcvey

As we begin 2019, we definitely tilt more positive in our global asset allocation and macro positioning, despite our call for a weaker economic enviro....

Oct 23, 2018

Rethinking Asset Allocation

By Henry H. Mcvey

Low bond yields, a surge in geopolitical tensions, and a shift towards fiscal stimulus are all fueling a fundamental rethinking by the investment mana....

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