Henry McVey

Henry McVey is partner and head of global macro and asset allocation at KKR. His research on global investment opportunities, asset class valuations, and macro themes is distributed to institutional investors globally and has become widely read in the pension, sovereign wealth, and endowment community. McVey regularly publishes detailed views on equity markets, credit, real assets, and alternatives — helping guide KKR's broad asset allocation while also informing clients about KKR's macro investment views. His reports attract readership far beyond KKR's direct client base. McVey's framework for evaluating the real asset allocation opportunity — spanning infrastructure, real estate, and private credit — against traditional public market alternatives has been particularly influential in guiding how large institutional allocators think about the role of illiquidity premium in a low-return public markets environment.