KKR Releases New Publication Focused on Transformative Demographic Shifts and What They Mean for Investors
February 13 2018 - 6:45AM
Business Wire
KKR today announced the release of a new KKR Viewpoints
publication authored by Paula Campbell Roberts and Ken Mehlman. In
What Does Population Aging Mean for Growth and Investments?,
Roberts and Mehlman delve into the intersection of the changing
demographics of our world and their economic and investment
implications.
“Global populations are aging – on this there is little debate.
At a high level, we believe this will result in slower economic
growth and subpar financial returns; there will also be trends
towards increased urbanization, including notable shifts in
consumption and housing patterns – all of which have important
investment implications to consider.”
In exploring the impact of this global “new normal,” Roberts and
Mehlman offer the following insights:
- Seek investment products that offer
income or yield in a lower return environment
- Lean in globally to long-term themes
consistent with these demographic changes like health and wellness,
urban rentership, travel and leisure, digital content and media,
productivity enhancing technology and the search for income
yielding financial products
- Monitor and heed political attitudes
and geopolitical risks, particularly focused on possible reactions
to high levels of social, economic and technological disruption,
high inequality and economic stagnation.
Links to access this note as well as an archive of KKR’s
previous publications follow:
- To read the latest Insights: click
here.
- To download a PDF version: click
here.
- To download the KKR Insights app for
iOS click here, and for Android click here.
- For an archive of previous publications
please visit www.KKRinsights.com.
About Paula Campbell Roberts
Paula Campbell Roberts joined KKR in 2017 as a Director on the
Global Macro and Asset Allocation team. Ms. Roberts helps the Firm
assess consumer and real estate investment opportunities, and
leverages advanced analytics to lead in-depth consumer research.
Prior to joining KKR, Ms. Roberts was an executive director of
Morgan Stanley and the US Consumer Economist, where she managed
coverage of the US consumer sector. Previously, Ms. Roberts was a
management consultant leading case teams and advising Fortune 500
companies at Bain & Co.
About Ken Mehlman
Ken Mehlman joined KKR in 2008 and is KKR’s Global Head of
Public Affairs, helping the Firm assess and improve the companies
in which it invests by better understanding and managing
geopolitical risk and engaging with their key stakeholders. Mr.
Mehlman also oversees the firm’s global external affairs activities
and leads KKR's Environmental Social Governance (ESG) programs for
the firm and its portfolio companies. Before joining KKR, Mr.
Mehlman led a bipartisan public policy and regulatory practice at
the global law firm Akin Gump Strauss Hauer & Feld. Mr. Mehlman
spent a dozen years in national politics and government
service.
Report Contributors: Ludo Bammens ● Neil R. Brown ● Aidan
T. Corcoran ● Kareem Dakak ● Bryan Kam ● Frances B. Lim ● Logan
Mackie ● Henry H. McVey ● Brian C. Leung ● Rebecca J. Ramsey ●
Vance F. Serchuk ● Angad Singh
About KKR
KKR is a leading global investment firm that manages multiple
alternative asset classes, including private equity, energy,
infrastructure, real estate, credit and, through its strategic
manager partnerships, hedge funds. KKR aims to generate attractive
investment returns by following a patient and disciplined
investment approach, employing world-class people, and driving
growth and value creation with KKR portfolio companies. KKR invests
its own capital alongside its partners' capital and provides
financing solutions and investment opportunities through its
capital markets business. References to KKR's investments may
include the activities of its sponsored funds. For additional
information about KKR & Co. L.P. (NYSE:KKR), please visit
KKR's website at www.kkr.com and on Twitter @KKR_Co.
The views expressed in the note and summarized herein are the
personal views of Paula Campbell Roberts and Ken Mehlman of KKR and
do not necessarily reflect the views of KKR or the strategies and
products that KKR offers or invests. This release contains
projections or other forward-looking statements, which are based on
beliefs, assumptions and expectations that may change as a result
of many possible events or factors. If a change occurs, actual
results may vary materially from those expressed in the
forward-looking statements. All forward-looking statements speak
only as of the date such statements are made, and neither KKR nor
Ms. Roberts or Mr. Mehlman assumes any duty to update such
statements except as required by law. Nothing contained herein
constitutes investment, legal, tax or other advice nor is it to be
relied on in making an investment or other decision.
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KKRKristi Huller or Cara Kleiman Major, +
1-212-750-8300media@kkr.com
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