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Mexico Privcap Video: Energy Reform Fuels Mexican Investment Opportunities
Kristi Huller
+ 1 212 750-8300
media@kkr.com
Ludo Bammens
+ 44 20 7839 9800
kkrpr-uk@kkr.com
Anita Davis
+852 36027335
media@kkr.com
Craig Larson
+ 1 877 610-4910
Investor-Relations@kkr.com
September 8, 2016
New Macro Report Discusses Five Key Investment Themes
"Rising macroeconomic and geopolitical tensions are creating both
opportunities and risks for global investors across the entire global
capital markets,"
In his latest report,
1. Interest rate outlook: lower for longer continues to drive the yearn for yield and growth
2. Despite temporary periods of economic reacceleration, Chinese GDP growth is still slowing, and as such, a new playbook is required for global trade
3. Post-Brexit, the upward revaluation of domestic facing, consumer-oriented economies appears inevitable, in our view
4. The ongoing dismantling of levered financial services intermediaries is further bolstering the illiquidity premium across private credit
5. Expanding exposures to complex investment situations, while reducing exposures when it appears investors may be over-paying for earnings visibility and/or simplicity
Links to access this note as well as an archive of
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The views expressed herein are the personal views of Henry McVey of
KKR, as Head of the Global Macro and Asset Allocation, and
do not necessarily reflect the views of KKR. References to "we", "us,"
and "our" refer to
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KKR
212-750-8300
media@kkr.com
Source:
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Kristi Huller
+ 1 212 750-8300
media@kkr.com
Ludo Bammens
+ 44 20 7839 9800
kkrpr-uk@kkr.com
Anita Davis
+852 36027335
media@kkr.com
Craig Larson
+ 1 877 610-4910
Investor-Relations@kkr.com
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