KKR's Freise on Tech, Inflation, Leverage Concerns

The transcript discusses KKR's strategic focus on expanding its investments in Europe, highlighting the region's potential in tech, healthcare, and sustainability. It addresses the challenges of tech transformation in Europe compared to the US and Asia. The conversation also covers Germany's new political landscape and its implications for private equity. Inflation concerns and economic outlook are discussed, emphasizing the importance of investing in companies with pricing power. KKR's commitment to ESG and sustainability is highlighted, along with the firm's optimistic future outlook.

What are the main trends that KKR sees in the world that are influencing their investment strategy in Europe?

How does KKR plan to address the tech transformation challenges faced by European companies?

What is the significance of the coalition government in Germany for KKR's investment outlook?

What are the concerns regarding inflation as discussed in the context of KKR's investment strategy?

How is KKR adapting its ESG investing approach in response to changing investor expectations?

What are the key thematic trends that KKR is focusing on in Europe?

What differentiates KKR's investment strategy from others in the market?