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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
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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....
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 ....
Amidst the supply-side-driven regime change that we believe has unfolded across the global macroeconomic landscape, we continue to advocate for ‘K....
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....
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....
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....
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
Henry H. McVey discusses the macro themes driving economies at the sta...
KKRアジアのメンバー兼マネージングパートナーであるジョセフ・べイ(Joseph Bae)が、大規模かつダイナミックなアジア太平洋地域におけ...
KKRのビジョンがどのようにKKRの企業文化と価値観に浸透しているかについて、ジョージ・ロバーツ共同会長兼共同CEOが説明します。...