How KKR’s Dislocation Fund Gained 52% in 2020

The video discusses the impact of the pandemic on credit markets, highlighting opportunities in both liquid and illiquid credit. It explores the performance and challenges in private credit, including the effects of the Fed's actions and the Citigroup-Revlon court ruling. The discussion also covers the implications of rising yields and inflation on investment strategies, emphasizing the need for agility and active management in the current market environment.

How has the Fed's intervention affected the capital markets according to the speaker?

What implications does the court ruling against Citigroup have for the syndicated loan market?

What concerns does the speaker express regarding the high yield market?