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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Global Perspectives
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- 13 Emerging Markets
- 12 Global Outlook
- 12 Yield and Growth
- 12 Asset Allocation
- 11 Valuation
- 8 China
- 5 Europe
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KKR Credit
The Credit Sun Also Rises
It would be an understatement to say that the second quarter’s volatility left global investors on the edge of their seats. Rising rates continued to rock the equity and credit cages as the risk-off sentiment persisted, driving spreads and yields wider and stunting the primary markets. We continue to live in an ever-evolving market and dare we say, one that feels a bit aimless. The economic outlook has rapidly narrowed as we continue to combat historic levels of inflation paired with the rea....
Aug 03, 2022
Consumer Tradeoffs
Given the uncertainty in financial markets and the increased importance of the consumer sector in today’s economic environment, we are updati....
Jul 28, 2022
Credit Viewpoints: How the ESG 2.0 Framework Enhances Our Private Credit Investment Process
As outlined in our April Credit Viewpoints paper, the management of environmental, social and governance (ESG) issues is a rapidly evolving, increasin....
Jun 16, 2022
Walk, Don’t Run: Mid-Year Update 2022
As we have highlighted for some time, our macro viewpoint remains that this cycle is different. Specifically, we see uneven supply constraints, hig....
May 19, 2022
Regime Change: Enhancing the ‘Traditional’ Portfolio
In a world faced with tremendous macro and geopolitical uncertainty amidst rapidly changing financial conditions, the temptation is to fall back on....
May 13, 2022
Call of the Market Wild
As we began to witness this January, 2022 was certainly going to look and feel very different than the year prior. Closing out 2021 the market began....
