Henry McVey
Head of Global Macro & Asset Allocation and Firmwide Market Risk and CIO of the KKR Balance Sheet. Focuses on the current macroeconomic landscape and asset allocation advice for investors.
Top 3 podcasts with Henry McVey
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81 snips
Aug 4, 2025 • 59min
KKR's Henry McVey - Regime Change is Here: Think Differently About Asset Allocation | #592
Henry McVey, Head of Global Macro & Asset Allocation at KKR, delves into the shifting macroeconomic landscape and the implications of a declining US dollar. He highlights emerging opportunities in global markets, particularly in Europe and Japan, while offering astute asset allocation strategies. McVey draws parallels between productivity advancements driven by AI and historical market transformations. He also tackles the economic impact of geopolitical tensions and emphasizes the need for adaptive investment approaches in a post-COVID world.
9 snips
Mar 29, 2025 • 27min
Market outlook: Is the glass still half full? with Henry McVey (KKR) & Solita Marcelli (UBS CIO)
Join Solita Marcelli, CIO Americas for UBS, and Henry McVey, KKR’s Head of Global Macro, as they dissect the market outlook for 2025 and beyond. They explore the balance of caution and optimism in a volatile landscape driven by U.S. productivity. The discussion highlights adaptive investment strategies amid geopolitical tensions and emphasizes opportunities in AI and infrastructure. Insights from their travels to regions like Mexico and China reveal key challenges and overlooked investments beyond major tech firms.
May 25, 2024 • 39min
Bloomberg Wall Street Week - May 24th, 2024
Guests on the podcast discuss the broadening market outlook, domestic investment opportunities in China, power demands of data centers, potential impacts of tax increases, economic policies of Biden and Trump, and challenges for college graduates in the evolving job market.
