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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.
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The undeniable yearn and search for yield remains constant within credit markets. As we detail in our latest quarterly Credit letter, the “New Active” approach--an extremely hands-on, proactive asset management style, that is able to flexibly pivot with the market—remains key to investing and sourcing in this market.
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09/15/2021 $KKR Grows Self-Storage Portfolio with New Acquisitions in Major Sun Belt Markets: https://t.co/iqQwbwRUTp… https://t.co/hjnGMr5oOd
09/15/2021 $KKR is excited to establish a joint venture with Cornerstone Companies, Inc. to acquire and develop a portfolio of… https://t.co/d9Y0YcEIYu
09/14/2021 At $KKR, we focus on the metrics that matter. Read the KKR Global Impact Fund Overview and 2020 Highlights to learn… https://t.co/u6EVLHvf8u
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