National Conference on Public Employee Retirement Systems

The Voice for Public Pensions

KKR





KKR
30 Hudson Yards
Suite 7500
New York, NY 10001
+1 (212) 750-8300


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KKR is a leading global investment firm that manages multiple alternative asset classes, including private equity, energy, infrastructure, real estate and credit, with strategic partners that manage hedge funds.

KKR aims to generate attractive investment returns for its fund investors 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 the capital it manages for fund investors and provides financing solutions and investment opportunities through its capital markets business. For additional information about KKR & Co. Inc. (NYSE:KKR), please visit KKR's website at www.kkr.com and on Twitter @KKR_Co.
 

Same As It Ever Was?

In his midyear update, Henry H. McVey discusses how policy shifts across the globe – particularly a reliance on more government support across a number of issues – have skewed from disinflation towards reflation. Against this backdrop, his message to investors is to get long pricing power and collateral-based cash flows.


To read the full article: https://www.kkr.com/global-perspectives/publications/same-as-it-ever-was