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New Macro Report Delves into Implications of Important Geopolitical Regions for Investors Today
NEW YORK–(BUSINESS WIRE)–KKR today announced the release of Hot Spots, a new macro Insights piece by Henry McVey, Head of Global Macro and Asset Allocation (GMAA), wherein McVey and his team share their learnings from a recent trip to Beijing and London, two of the most important geopolitical “hot spots” for investors these days.
“Both China and the United Kingdom are enduring long, drawn-out discussions around their roles as trading partners as well as destinations for foreign capital… Amidst the heightened uncertainty we witnessed, we now see some emerging opportunities,” Henry McVey says.
In his latest report, McVey emphasizes that we are living in an increasingly complicated world – one that requires investment flexibility, including operational expertise as well as the ability to move up and down the capital structure at different points in the cycle.
In the piece, McVey outlines several key investment conclusions from his trip. They are as follows:
“In our latest report, our message is to spend the extra time to learn about the ‘hot spots’ around the world, and with this knowledge, discern where to lean in and lean out in the coming quarters, as periodic dislocations inevitably bubble up. Complexity and uncertainty breed opportunity for those who are prepared,” Henry McVey concludes.
Links to access this report as well as an archive of Henry McVey’s previous publications follow:
About Henry McVey
Henry H. McVey joined KKR in 2011 and is Head of the Global Macro and Asset Allocation team. Mr. McVey also serves as Chief Investment Officer for the Firm’s Balance Sheet and oversees Firmwide Market Risk at KKR. As part of these roles, he sits on the Firm’s Investment Management & Distribution Committee and the Risk & Operations Committee. Prior to joining KKR, Mr. McVey was a managing director, lead portfolio manager and head of global macro and asset allocation at Morgan Stanley Investment Management (MSIM). Learn more about Mr. McVey here.
About KKR
KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds. KKR aims to generate attractive investment returns for its fund investors by following a patient and disciplined investment approach, employing world-class people, and driving growth and value creation with KKR portfolio companies. KKR invests its own capital alongside the capital it manages for fund investors and provides financing solutions and investment opportunities through its capital markets business. References to KKR’s investments may include the activities of its sponsored funds. For additional information about KKR & Co. Inc. (NYSE: KKR), please visit KKR’s website at www.kkr.com and on Twitter @KKR_Co.
The views expressed in the report and summarized herein are the personal views of Henry McVey of KKR and do not necessarily reflect the views of KKR or the strategies and products that KKR offers or invests. Nothing contained herein constitutes investment, legal, tax or other advice nor is it to be relied on in making an investment or other decision. This release is prepared solely for information purposes and should not be viewed as a current or past recommendation or a solicitation of an offer to buy or sell any securities or to adopt any investment strategy. This release contains projections or other forward-looking statements, which are based on beliefs, assumptions and expectations that may change as a result of many possible events or factors. If a change occurs, actual results may vary materially from those expressed in the forward-looking statements. All forward-looking statements speak only as of the date such statements are made, and neither KKR nor Mr. McVey assumes any duty to update such statements except as required by law.
Contacts
Media:
Kristi Huller or Cara Major
212-750-8300
media@kkr.com
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