McVey Says KKR Will Be Aggressive in Infrastructure Investing

The video discusses investment strategies, highlighting a preference for credit over equities. It emphasizes the importance of thematic investing and active management, particularly in high yield markets and indices like the Russell 2000 and NASDAQ. The speaker also identifies opportunities in infrastructure and private equity, especially outside the US, where European stocks present value due to historical underperformance.

What is the primary focus of KKR's recently raised fund?

• Equity investments

• Real estate

• Dislocation opportunities

• Cryptocurrency

According to the lesson from 2008, what is crucial for investors to understand?

• The impact of inflation

• The role of government policies

• Which businesses will accelerate

• The importance of saving

What market condition is highlighted as becoming more prevalent?

• A stable market

• An active manager's market

• A volatile market

• A passive investor's market

What sector is expected to see aggressive investment globally?

• Retail

• Infrastructure

• Healthcare

• Technology

Where is there significant value in private equity, according to the transcript?

• Outside the US

• Within the US

• In emerging markets

• In the technology sector