Opportunity Knocks Mid-Year Outlook for 2024

KKR

Henry McVey

Research

71 Pages

This mid-year outlook discusses KKR’s revised expectations for growth, inflation, and investment positioning as macro conditions shift. The team emphasizes resilience in U.S. growth, cooling inflation, and opportunities in quality assets amid ongoing market volatility.

Key Takeaways

Growth outlook improves: U.S. growth remains resilient, prompting upgraded GDP forecasts despite tighter financial conditions
Inflation moderates unevenly: Disinflation continues but services and shelter costs remain sticky, complicating policy timing
Focus on quality assets: Emphasis on assets with pricing power and cash flow stability, especially in private credit and infrastructure
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