KKR is pushing a narrative on portfolio construction that could benefit an industry already in pursuit of larger allocations from high net worth individuals. The characters in this story are all the same—inflation, geopolitical risk, interest rates—but the plot contains a twist. Rather than advising investors to avoid this cast by steering clear of markets, KKR’s Global Head of Macro Henry McVey says investors should diversify into alternative assets. ‘Place your money with us’ is not exactly a novel sales pitch, but it comes at a time when portfolio managers might be likely to listen.
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