KKR: "Paradigm Shift" Taking Place, Trim Investment Sails Accordingly

Kohlberg Kravis Roberts analysts look at the year ahead with a bit of trepidation. While KKR predicted volatility in 2016, they didn’t expect the events to unfold as they did. In 2017, eyeing a global movement, KKR’s Global Macro & Asset Allocation Team sees a “paradigm shift” taking place for which investors might do well to adjust their investment sails to catch the tailwind.

KKR laments: Who could have predicted 2016 the year that was?

Looking back on 2016, Henry H. McVey, KKR’s Head of Global Macro & Asset Allocation, shakes his head. While their 2016 market analysis predicted a bumpy ride in the markets, it was the idiosyncratic events that were...