KKR Releases 2025 Global Macro Outlook
KKR & Co. Inc. (KKR)
Last kkr & co. inc. earnings: 1/31 06:50 am
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ir.kkr.com
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Source: Business Wire
Henry McVey: The Glass is Still Half Full for Investors NEW YORK--(BUSINESS WIRE)--KKR, a leading global investment firm, today released its 2025 Global Macro Outlook by Henry McVey, CIO of KKR’s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA).McVey and his team retain a Glass Half Full mentality heading into 2025, though they believe the bar is now higher to achieve strong absolute returns. They also note that while investors should expect lower returns and more volatility, the combination of stronger U.S. productivity, favorable technicals, robust nominal earnings growth, and lack of net issuance elicit confidence that more gains lie ahead for investors in 2025.Against this backdrop, McVey and his team suggest that investors own more assets that are linked to nominal GDP, such as Infrastructure, Real Estate and Asset-Based Finance. They are also positive on investments linked to domestic consumption stories, control positions where operational improvements can
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News
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KKR
Earnings
- 10/25/24 - Miss
KKR
Sec Filings
- 12/13/24 - Form 4
- 12/13/24 - Form 4
- 12/13/24 - Form 4
- KKR's page on the SEC website