[WEBINAR] Walk, Don’t Run: Mid-Year Update 2022 from Global Atlantic
Wednesday 07/13/2022 at 8:00 am - 9:00 am CDT
KKR’s Global Macro and Asset Allocation team forecasts what the future holds
In this exclusive webcast, Henry McVey, Partner & Head of Global Macro & Asset Allocation, CIO of the KKR Balance Sheet, provides insight into how financial professionals can prepare for the months ahead and shares his highest conviction ideas on how the ‘choppy’ market conditions will play out. Among the biggest ideas? That corporate profits will take a hit due to unwelcome inflation and investors may need to rethink the traditional 60/40 asset allocation mix. Want to learn the other out-of-consensus calls the team makes?
You won’t want to miss this important mid-year update to get a full picture of the macroeconomic landscape, and to learn about the research, perspectives, and insight, from the KKR team.
KKR’s Global Macro and Asset Allocation team forecasts what the future holds
In this exclusive webcast, Henry McVey, Partner & Head of Global Macro & Asset Allocation, CIO of the KKR Balance Sheet, provides insight into how financial professionals can prepare for the months ahead and shares his highest conviction ideas on how the ‘choppy’ market conditions will play out. Among the biggest ideas? That corporate profits will take a hit due to unwelcome inflation and investors may need to rethink the traditional 60/40 asset allocation mix. Want to learn the other out-of-consensus calls the team makes?
You won’t want to miss this important mid-year update to get a full picture of the macroeconomic landscape, and to learn about the research, perspectives, and insight, from the KKR team.
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