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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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KKR Credit
Credit Royale
As with all great stories and cycles — they begin and end somewhere. Years of history, plot twists, and rotating protagonists have made the credit markets a dynamic and multi-faceted segment of the broader market ecosystem. The pulse of the financial system is deeply rooted in credit, a reality we so poignantly saw in March 2020. As we head into the fourth quarter of 2021, almost 20 months into a global pandemic that sent ripples and shockwaves through the global macroeconomic footprint, we ....
Oct 13, 2021
How COVID Lifted and Shifted IT Priorities
Overview There is little doubt that technology has gained even more prominence in the post-pandemic world. Businesses have shifted their infrastruc....
Oct 06, 2021
Dream Big
It is extraordinary — and to some degree unnerving — to reflect on how much the world has changed since we published our last insurance survey i....
Aug 05, 2021
DIAL M FOR MARKET
We began the year recognizing that the fundamental investing landscape had dramatically shifted. We related to this new investing paradigm through....
Jul 21, 2021
Same As It Ever Was?
Whereas Reaganomics and Thatcherism were terms for economic policies that defined the 1980s, we similarly believe that we have now entered a new ....
May 14, 2021
VERTIGO
Considered one of the most complex and historically significant films of our time, Alfred Hitchcock’s Vertigo portrays the story of the delicate....
