[REPLAY] Global Macro Update from Global Atlantic

Recorded 04/07/2026 

Markets are being shaped by several consequential narratives all at once, including geopolitics, inflation, AI, and a normalization in credit. Are they simply “muddling through,” and what does that mean for portfolios? 

Join Henry H. McVey, CIO of KKR’s Balance Sheet and Head of Global Macro & Asset Allocation, alongside David R. McNellis, Managing Director, Co-Head of Global Macro & Asset Allocation and Head of Portfolio Construction and Multi-Asset Strategies for Private Markets, as they discuss KKR’s latest capital markets update, including the growing role of energy as a key transmission mechanism into growth and inflation.

In this webcast, you’ll gain insights into:

• The outlook for oil, U.S. GDP, inflation, and Fed policy
• How a more mature cycle and a normalizing credit environment are reshaping investment opportunities
• The implications for global markets, including regional divergences, supply-side constraints, and how investors can position portfolios