13 March 2017

KKR's McVey Explains the 'New Reality' in Global Markets (video)

KKR's McVey Explains the 'New Reality' for Markets

Video above published Feb 6, 2017: Henry McVey, head of global macro and asset allocation at KKR, outlines the shifts he sees creating a "new reality" in global markets and explains the firm's investment strategy for the year ahead. He speaks with Bloomberg's Erik Schatzker on "Bloomberg Daybreak: Americas."
  • Shift from monetary to fiscal;
  • Moving from global agendas to domestic;
  • Moving from re-regulation to deregulation;
  • Moving towards volatility in interest rate markets, then equities;
  • Reflationary environment.
Many are expecting an interest rate increase when the Federal Reserve FOMC meets this week March 14-15.

Index investors have done well since right after the Brexit vote last year--gains since June 24, 2016-- on major U.S. and European indexes:
 CAC40



S&P500

 DJIA


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