KKR outlook says it’s still a good time to invest

KKR has released its 2023 mid-year global macro-outlook by Henry McVey, CIO of KKR’s balance sheet and head of global macro and asset allocation (GMAA).

It is still a good time to look for compelling investing opportunities across credit, equities, and real assets, despite challenging macro conditions that may create a series of rolling recoveries and mild contractions across different sectors and economies. Against this complex backdrop, short-term trading strategies are likely to underperform, and as such, they urge investors to stay the course on deployment this year, especially when it comes to investing behind key secular trends such as the energy transition, the security of everything, and digitalization. Importantly, McVey and his team note that recent dislocations, particularly in the banking sector, have created compelling opportunities for investors in liquid and private credit as well as in asset-based finance.

To read the full release,