Introduction: The “iPhone Moment” for Credit Markets In 2007, Steve Jobs unveiled the iPhone, revolutionizing how people interact with technology. Fast forward to 2025, and KKR’s latest market review suggests that credit markets are undergoing a similar transformation. In their.. Read more
April 29, 2025
The Future of Investing: Private Markets and Credit in 2025
The future of investing is private, diversified, and opportunistic:
Rethink 60/40 allocations: private markets can enhance diversification.
Explore private credit: especially in asset-based finance and infrastructure.
Consider MAC strategies: to dynamically capture yield across market cycles.
Watch inflation trends: shelter costs may be lower than reported, supporting stable rates.
February 15, 2025
2025 Market Outlook: Glass Still Half Full
The report “2025 Outlook: Glass Still Half Full” by KKR offers a comprehensive analysis of the global economic landscape and investment opportunities leading up to 2025 through the lens of one of the largest private market asset managers. It is a.. Read more