[WEBINAR] 2024 Mid-Year Update: Opportunity Knocks from Global Atlantic
Tuesday 07/09/2024 at 8:00 am - 9:00 am CDT
Despite election jitters, geopolitical tensions, and volatile commodity prices, we continue to see compelling investment opportunities across the global macro landscape, including:
Accelerating AI demand for electricity
Reorientation of global supply chains
Improving labor productivity
Retirement security
As part of this new reality, we will underscore the importance of diversification and the benefits of low-correlated assets across portfolios in this macroeconomic environment. In terms of areas to lean in, we think that the current vintage will be a strong one for Private Equity, especially opportunities linked to value creation by operational improvement and/or corporate carve-outs. We are also bullish on Infrastructure, Real Estate Credit, Asset-Backed Finance and Opportunistic Credit.
Join Henry H. McVey and members of KKR’s Global Macro & Asset Allocation team as they discuss the macroeconomic landscape, with a focus on investment implications for the remainder of 2024 and beyond. If you are unable to join live, a replay will be available within 24 hours.
Despite election jitters, geopolitical tensions, and volatile commodity prices, we continue to see compelling investment opportunities across the global macro landscape, including:
As part of this new reality, we will underscore the importance of diversification and the benefits of low-correlated assets across portfolios in this macroeconomic environment. In terms of areas to lean in, we think that the current vintage will be a strong one for Private Equity, especially opportunities linked to value creation by operational improvement and/or corporate carve-outs. We are also bullish on Infrastructure, Real Estate Credit, Asset-Backed Finance and Opportunistic Credit.
Join Henry H. McVey and members of KKR’s Global Macro & Asset Allocation team as they discuss the macroeconomic landscape, with a focus on investment implications for the remainder of 2024 and beyond. If you are unable to join live, a replay will be available within 24 hours.
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