The industry's own research.
4 reports
KKR's mid-year 2026 outlook identifies a 'Divergence Conundrum' where economic growth concentrates in AI, tech, and national security while housing, lower-income consumers, and rate-sensitive sectors face pressure, requiring investors to prioritize quality, durable cash flows, and operational…
KKR's 2026 Private Markets Outlook explores high-grading portfolios for quality and resilience. It lays out the firm's latest cross-asset views spanning private equity, infrastructure, real estate and credit.
KKR's RIA survey finds that private market investments no longer fit the 'alternative' label given how many advisors now use them in portfolio construction. It reports that the share of RIAs planning to increase allocations to private real estate rose sharply year over year.
KKR's mid-year outlook argues the investment landscape is rapidly shifting, requiring a rethink of asset allocation as AI and heightened geopolitical and trade tensions reshape markets. It stresses owning assets linked to nominal GDP, including infrastructure, real estate and asset-based finance.