[REPLAY] Outlook for 2025: Glass Still Half Full from Global Atlantic

Recorded 01/09/2025 

Without question, we are living in extraordinary times, where perspectives on the world vary dramatically. Looking to 2025, we still see more ‘light’ than ‘darkness,’ but we do want to emphasize that higher valuations, more positive sentiment, and rising estimates may lead to a year of more modest returns, especially relative to 2023 and 2024.

So, while the bar for success is undoubtedly higher, and we are expecting more volatility along the way, we remain positive on risk assets again in 2025. Join Henry H. McVey and members of KKR’s Global Macro & Asset Allocation team as they share valuable insights on what keeps the ‘glass half full’ for global allocators of capital.