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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
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KKR Insights
Regime Change: The Changing Role of Private Real Assets in the ‘Traditional’ Portfolio
Against the current macroeconomic backdrop of ongoing fiscal stimulus, labor shortages, a global energy transition, and heightened geopolitics, we continue to envision a ‘higher resting heart rate’ for inflation relative to the prior cycle in many developed markets. In this environment we believe stocks and bonds are becoming more correlated, an important structural change for asset allocation. This Regime Change, as we like to call it at KKR, likely means that bonds, in our view, can no l....
Jun 29, 2023
Crunch Time: How a Real Estate Credit Crunch Could Benefit Investors
After decades of benign inflation, easy monetary policy, and low rates, we are being reminded what a rate shock means for real estate. The increase ....
Jun 21, 2023
Still Keeping It Simple: Mid-Year Update 2023
Amidst the supply-side-driven regime change that we believe has unfolded across the global macroeconomic landscape, we continue to advocate for ‘K....
Jun 15, 2023
A Crisis of Confidence
A lack of confidence has altered the Credit landscape since the U.S. Federal Reserve began aggressively raising interest rates on the back of risin....
May 15, 2023
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 struct....
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....
