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:
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.