KKR has announced the release of “A New Foundation for Global Wealth: Rebuilding Portfolios for the New Regime” by Paula Campbell Roberts, chief investment strategist for private wealth.
This is the first release in Investing for Wealth, a planned series of notes focused on the evolving role of private markets assets in individual portfolios. Drawing on insights from the “Regime Change” series of notes on portfolio construction in a changing macroeconomic landscape, this piece explains in detail how integrating private markets investments can help address a variety of financial objectives.
“We believe that a confluence of tectonic geopolitical and macroeconomic shifts, a shrinking and more concentrated public company universe and expanded access to private markets are making asset classes such as private equity, private credit, private infrastructure and private real estate more attractive to individual investors than ever before,” said Ro