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KKR’s McVey Favors Private Markets as Traditional Hedges Crumble

Source: Bloomberg

Private Markets & VentureInvestor Sentiment & PositioningGeopolitics & WarFiscal Policy & Budget

KKR & Co.'s Henry McVey said investors should increase allocations to private markets as the traditional stock-bond diversification model weakens. He cited geopolitical tensions and expanding fiscal deficits as pressures that could undermine conventional public-market portfolio construction.

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