
Henry McVey
Global macro views, asset allocation research, institutional portfolio construction, private equity market outlook
Henry McVey joined KKR in 2011 after serving as global head of investment strategy at Morgan Stanley, where he developed a strong reputation for macro research and asset allocation guidance. At KKR, he heads the global macro and asset allocation team and serves as CIO of KKR's balance sheet. His periodic research notes and outlook publications are widely distributed and followed by pension funds, endowments, sovereign wealth funds, and family offices globally. McVey's work covers the interplay between monetary policy, fiscal policy, structural economic shifts, and their implications for portfolio construction across asset classes. His "Insights" series has become a trusted resource among institutional allocators for synthesizing complex macro information into actionable portfolio guidance.
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