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…
KKR: "Paradigm Shift" Taking Place, Trim Investment Sails Accordingly
Mark Melin
Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.
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