Here Is Where KKR Is Investing Amid Uncertain Times

The video discusses investment strategies in uncertain markets, emphasizing inflation-protected assets, long-term private equity, and value over growth. It highlights the importance of optionality and diversification, especially in dislocated markets, and explores opportunities in the housing market driven by demographic trends. The video also stresses the significance of a long-term investment perspective, focusing on controlling what can be controlled to weather market corrections.

What is one of the key strategies recommended for investing during uncertain times?

• Investing in short-term stocks

• Focusing on growth over value

• Investing in inflation-protected assets

• Avoiding real estate investments

Why is diversification important in asset allocation?

• To invest only in local markets

• To avoid working with experienced managers

• To minimize risk by spreading investments

• To focus on a single industry

What trend is influencing the housing market post-pandemic?

• Decline in senior living demand

• Decrease in millennial population

• Increase in interest rates

• Nesting trend among millennials

How might higher mortgage rates affect the housing market?

• Decrease in rental demand

• Rise in housing bubble

• Dampening of market activity

• Increase in home purchases

What is the expected timeframe for a potential economic correction?

• No correction expected

• Within the next year

• In the next 3 to 5 years

• In the next decade

What is the focus of long-term investment strategies?

• Speculative investments

• Short-term gains

• Sustainable value creation

• High-risk ventures

How does private equity typically perform compared to public markets during dislocated times?

• Underperforms by 5-600 basis points

• Matches public market performance

• Outperforms by 5-600 basis points

• Performs worse than in stable times