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Global Perspectives

Jan 18, 2023

The Last Six Months of LIBOR: We Don’t Have to Live Like Sisyphus

By Tal Reback

Why Market Participants Should Act Now “The struggle itself is enough to fill a man’s heart.” –Albert Camus, The Myth of Sisyphus ....

Feb 09, 2023

Eye of the Tiger

By Henry H. Mcvey

We have been suggesting since the onset of the pandemic that we are experiencing a macro ‘regime change,’ driven this cycle by a variety of uniq....

Mar 01, 2023

Regime Change: The Role of Private Equity in the‘Traditional’ Portfolio

By Henry H. Mcvey, Racim Allouani

At KKR we still firmly believe that we have entered a different macroeconomic regime for investing, where the traditional relationship between stock....

Mar 27, 2023

Credit’s Odyssey: Steering Toward Ithaca

By Christopher A. Sheldon, Rory O'Farrell

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....