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Macro Environment for Real Estate
U.S. Consumer Economist and Managing Director, Paula Campbell Roberts,...
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Low bond yields, a surge in geopolitical tensions, and a shift towards fiscal stimulus are all fueling a fundamental rethinking by the investment mana....
A recent trip to China again reminded my colleague Frances Lim and me why so many investors now consider China the ‘epicenter’ of global macro tre....
From a macro and asset allocation perspective, we think we may be on the cusp of a secular shift where a new playbook for investing may be required. M....
Without question, the multi-year decline in interest rates since the Global Financial Crisis has had a profound effect on the insurance business. Impo....
As we position our portfolio for the later stages of the economic recovery, we are further tilting our asset allocation targets to take advantage of t....
Global populations are aging – on this there is little debate. However, what that means for growth, investment and social cohesion has been less oft....
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。...