KKR Releases New Publication Focused on Transformative Demographic Shifts and What They Mean for Investors
February 13, 2018
“Global populations are aging – on this there is little debate. At a high level, we believe this will result in slower economic growth and subpar financial returns; there will also be trends towards increased urbanization, including notable shifts in consumption and housing patterns – all of which have important investment implications to consider.”
In exploring the impact of this global “new normal,” Roberts and Mehlman offer the following insights:
- Seek investment products that offer income or yield in a lower return environment
- Lean in globally to long-term themes consistent with these demographic changes like health and wellness, urban rentership, travel and leisure, digital content and media, productivity enhancing technology and the search for income yielding financial products
- Monitor and heed political attitudes and geopolitical risks, particularly focused on possible reactions to high levels of social, economic and technological disruption, high inequality and economic stagnation.
Links to access this note as well as an archive of KKR’s previous publications follow:
- To read the latest Insights: click here.
- To download a PDF version: click here.
- To download the KKR Insights app for iOS click here, and for Android click here.
- For an archive of previous publications please visit www.KKRinsights.com.
About
About
Report Contributors:
About KKR
KKR is a leading global investment firm that manages multiple
alternative asset classes, including private equity, energy,
infrastructure, real estate, credit and, through its strategic manager
partnerships, hedge funds. KKR aims to generate attractive investment
returns by following a patient and disciplined investment approach,
employing world-class people, and driving growth and value creation with
KKR portfolio companies. KKR invests its own capital alongside its
partners’ capital and provides financing solutions and investment
opportunities through its capital markets business. References to KKR’s
investments may include the activities of its sponsored funds. For
additional information about
The views expressed in the note and summarized herein are the
personal views of
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