KKR: Mid-year Update: Five Areas of Focus

KKR has grown from a pure play Private Equity shop to a global alternative asset manager. I always appreciate their macro & asset allocation decks which are chock-full of good charts.

You can find the full KKR mid-year macro and asset allocation deck here:

KKR: Mid-year Update: Five Areas of Focus

Some good charts:

KKR  is forecasting a 2019 recession:

Always interesting to get the update on stimulus and credit growth in China:

Chart on US brick & mortar retail..

The KKR cycle dashboard. Valuations are expensive, especially in the US.