[REPLAY] State of Play: A Macro & Infrastructure Update from Global Atlantic

Recorded 05/12/2026 

Please join Henry H. McVey, CIO of KKR’s Balance Sheet and Global Head of Macro and Asset Allocation, and Raj Agrawal, Global Head of Real Assets, for a wide-ranging discussion on today’s investing environment including:

• The ‘Security of Everything’: A review of the current investing landscape, including what a shift away from benign globalization towards more economic nationalism of certain resources means for policy and market outcomes.
• Higher Resting Heart Rate for Inflation in the Near-Term: AI is accelerating the demand for power, infrastructure, and commodities in the near-term, even as it has the potential to be disinflationary over time as productivity improves.
• The Role of Infrastructure in Today’s Portfolios: Why infrastructure is increasingly central to portfolios as it sits at the intersection of geopolitics, technological transformation, and economic ‘Regime Change.’
• Where KKR Sees Opportunity: KKR sees more regionalization of the global economy on the horizon, which reinforces their bullish view on Real Assets investments. They continue to prefer strategies where they can ‘make their own luck’ through control and operational levers, upfront yield, and collateral-backed, contractual cash flows where downside outcomes are more definable.

Their conversation will highlight how KKR is navigating these dynamics to create value and identify investment opportunities for clients around the world.