Markets Recon

Part of KKR

KKR

216 Insights indexed
14 Topics covered
+2 New this week
The archive

Their research,
newest first.

Title Topics Published Actions
Higher Rates. Higher Bar. Managers Matter.
In Brief: The Case for Asia Private Equity
Let There Be Compute!
The Case for Asia Private Equity
Re-Mapping the Opportunity in Asia Credit
Flash Macro: U.S. FOMC
Flash Macro: U.S. FOMC September 2026
High Yield's Second: What AI Revealed About Credit Quality
CAPITAL MARKET ASSUMPTIONS - July 2026
An Expanded Toolkit for the Next Investing Regime
A Clearer View of Private Equity
Valuation Resets, New Entry Points: The Case for CRE Debt
Thoughts from the Road: Europe
The Total Portfolio Approach: The Dog Has Caught the Bus
Flash Macro: U.S. FOMC
Mid-Year Outlook for 2026: The Divergence Conundrum
In Brief: Beyond the Roar
Mid-Year Outlook for 2026: The Divergence Conundrum
From Constraint to Catalyst: How Solvency II Reform Reprices Securitization for European Insurers
Five Questions We Are Hearing About Sustainability
In Brief: Mid-Year Outlook for 2026
Flash Macro: U.S. FOMC
Why Private Infrastructure in 2026: Investing Through Volatility and a Rapidly Evolving World
Separating the Signal from the Noise: A Disciplined Approach to Value Creation
Beyond the Roar

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