[REPLAY] Outlook for 2026 from Global Atlantic
Recorded 01/07/2026
Join Henry H. McVey, Partner, Head of Global Macro & Asset Allocation & CIO of the KKR Balance Sheet, along with Managing Directors and Co-Heads of Global Macro, David McNellis and Aidan Corcoran, as they share their Outlook for 2026.
The team will discuss how KKR is navigating the current macro environment, which they believe argues not for derisking, but for High Grading, or upgrading portfolios, capital structures, and counterparties to emphasize resilience, quality, and capital efficiency as the cycle matures.