KKR's McVey on PE in 2023, Global Market Uncertainty

The video discusses the current state of the private equity market, highlighting the opportunities and challenges in 2023. It covers economic conditions, market signals, and the impact of inflation on the cost of capital. The discussion also touches on global economic shifts, including China's re-acceleration and supply chain changes. Finally, the video explores currency market dynamics, focusing on the yen and dollar, and the implications of central bank policies.

How might geopolitical tensions influence supply chains and investment decisions in private equity?

What role does inflation play in shaping the investment strategies of private equity firms?

In what ways can private equity firms adapt to the changing landscape of global capital markets?