KKR Targeting Infrastructure Opportunities in U.S., Europe, Asia

The video discusses the significance of infrastructure investment, highlighting areas like midstream, telecom, and renewables. It explores the role of government policies and macroeconomic risks in shaping investment strategies. The focus then shifts to midstream investment strategies, including partnerships with MLPs and oil and gas companies, and the impact of competition and valuations. Finally, the video examines the potential and challenges of infrastructure investment in Asia, emphasizing the need for localized knowledge.

Which areas have been the most active for infrastructure investment according to the speaker?

• Healthcare and Education

• Midstream and Telecom

• Technology and Finance

• Retail and Manufacturing

What is the role of public-private partnerships in the company's investment strategy?

• They account for over 50% of investments

• They are not part of the investment strategy

• They make up less than 5% of investments

• They are the primary focus of investments

What is a key reason for partnering with MLPs in midstream investments?

• MLPs are government-owned

• MLPs have unlimited capital

• MLPs need help with large acquisitions

• MLPs focus on renewable energy

How does the company view competition in the pipeline business?

• Competition is irrelevant to their strategy

• Competition has led to lower valuations

• Competition has not been a big issue

• Competition is a major challenge

What is a significant challenge when investing in Asia according to the speaker?

• Lack of economic growth

• High competition from local firms

• Need for localized knowledge

• Strict government regulations