{"id":801146,"date":"2022-06-16T19:00:13","date_gmt":"2022-06-16T17:00:13","guid":{"rendered":"https:\/\/bebeez.it\/non-categorizzato\/kkr-releases-2022-mid-year-global-macro-outlook-walk-dont-run\/"},"modified":"2023-07-11T10:35:43","modified_gmt":"2023-07-11T08:35:43","slug":"kkr-releases-2022-mid-year-global-macro-outlook-walk-dont-run","status":"publish","type":"post","link":"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/kkr-releases-2022-mid-year-global-macro-outlook-walk-dont-run\/","title":{"rendered":"KKR Releases 2022 Mid-Year Global Macro Outlook: Walk, Don\u2019t Run"},"content":{"rendered":"Henry McVey: Investors Should Continue to Expect a Different Kind of Recovery\n\nNEW YORK--(BUSINESS WIRE)--KKR, a leading global investment firm, today released KKR\u2019s 2022 mid-year outlook by Henry McVey, CIO of KKR\u2019s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA). In \u201cWalk, Don\u2019t Run,\u201d McVey outlines his team\u2019s perspective on how the macroeconomic narrative is shifting from a singular focus on surging inflation expectations and central bank policy efforts to one where inflation and tightening financial conditions are adversely impacting corporate profits.\n\n\n\nIn the piece, McVey and his team make a number of out-of-consensus calls, which include:\n\nBroad-based margin degradation not yet priced in: McVey forecas
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Henry McVey: Investors Should Continue to Expect a Different Kind of Recovery NEW YORK–(BUSINESS WIRE)–KKR, a leading global investment firm, today released KKR\u2019s 2022 mid-year outlook by Henry McVey, CIO of KKR\u2019s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA). In \u201cWalk, Don\u2019t Run,\u201d McVey outlines his team\u2019s perspective on how the […]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49625],"tags":[],"settori":[],"slider_categorie_and_home_page":[],"class_list":["post-801146","post","type-post","status-publish","format-standard","hentry","category-private-capital-in-north-america"],"acf":[],"yoast_head":"\nKKR Releases 2022 Mid-Year Global Macro Outlook: Walk, Don\u2019t Run - BeBeez<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bebeez.it\/en\/private-capital-in-north-america\/kkr-releases-2022-mid-year-global-macro-outlook-walk-dont-run\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"KKR Releases 2022 Mid-Year Global Macro Outlook: Walk, Don\u2019t Run - BeBeez\" \/>\n<meta property=\"og:description\" content=\"Henry McVey: Investors Should Continue to Expect a Different Kind of Recovery NEW YORK--(BUSINESS WIRE)--KKR, a leading global investment firm, today released KKR\u2019s 2022 mid-year outlook by Henry McVey, CIO of KKR\u2019s Balance Sheet and Head of Global Macro and Asset Allocation (GMAA). 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