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When I made my first trip to Asia in 1995, it changed the way I thought about the world. Beyond the diverse, rich...
September 2017 will mark our six year anniversary at KKR heading up the Global Macro & Asset Allocation (GMAA) analysis effort. Without question, it...
If we are right about the macroeconomic backdrop that we laid out in our 2017 Outlook: Paradigm Shift, then Ultra High Net Worth investors,...
Bottom line: We feel more encouraged about the prospects for risk assets in the near term. Some of long-term concerns about the “Union” remain...
In "Paradigm Shift, " McVey outlines his investment perspective in light of today's ‘new' macro reality.
Similar to what we have seen in other big emerging markets, we believe that the opportunity for investors to use Private Equity to arbitrage...
My colleague Frances Lim, now based in Sydney, and I recently traveled for a week throughout Asia, focusing primarily on key investment-related issues in...