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Learning is like sailing against the current; if you don’t advance, you will be driven back.
With a whirlwind of recent developments—post-U.S. election tax debates, ‘Liberation Day’, and travels both abroad and at home in early May—it makes sense to update what we have been learning at KKR, especially as it relates to our Regime Change thesis. Overall, we view the current market environment as one that presents compelling opportunities for investors who are willing to harness the uncertainty to their advantage.
In this article, we focus on 10 ‘learnings’ from recent conversations.
Acknowledgements
Aidan Corcoran, Kris Novell, Brian Leung, Rebecca Ramsey, Ezra Max, Bola Okunade, Miguel Montoya, Allen Liu
