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.
 

Testing the Limits of Reflation

The re-opening we are envisioning will not be a straight line, and the pandemic has laid bare multiple inefficiencies – and more importantly, inequalities – that need immediate fixing, particularly in developing countries.  However, there are also reasons to be optimistic.  Vaccine roll-outs are accelerating, and economic growth is poised to surge, which should boost both employment trends and income levels. Against this backdrop, we continue to rely heavily on our Another Voice framework, as we continue to believe that we have entered a new, more complicated era for global asset allocation.


To read the full article: https://www.kkr.com/global-perspectives/publications/testing-the-limits-of-reflation