In a new #KKRInsights piece, Henry McVey and Racim Allouani urge investors to reexamine the traditional 60/40 portfolio construction model in order to protect their purchasing power and enhance returns in this new environment. Learn more: bit.ly/3PDZyFC
Today, $KKR released “The Times They Are A-Changin,” a new Insights piece by Henry McVey, based on the results of a proprietary survey and interviews with CIOs who oversee hundreds of billions of dollars in AUM: go.kkr.com/3y1Qh33 #KKRInsights
In the latest installment of our #KKRInsights series dedicated to portfolio construction, Henry McVey and Racim Allouani discuss why the value of the illiquidity premium for Private Equity will become even more important in the coming macroeconomic environment.
KKR’s McVey and Allouani: “Now is the time to rethink approaches to asset allocation, including expanding more into Private Credit, given the most recent pullback by traditional lending institutions.” Read the latest #KKRInsights piece on portfolio construction.
In the latest #KKRInsights piece, Henry McVey and his team highlight the changing nature of the global workforce. Read about the actions they believe governments and businesses will need to consider to address labor issues and navigate a structurally tighter labor market.