Henry McVey

About the author

Henry McVey is a partner at KKR, where he has led the Global Macro and Asset Allocation team since joining in 2011, and serves as chief investment officer for the firm's balance sheet. He previously ran global macro and asset allocation at Morgan Stanley Investment Management and was a portfolio manager at Fortress Investment Group. Earlier, at Morgan Stanley, he was Institutional Investor's top-ranked asset management and brokerage analyst four years running before becoming the firm's chief U.S. investment strategist in 2004.

Memos, letters and research

All research

KKR Global Macro Outlook and Insights KKR

Essential

Henry McVey's annual and mid-year outlooks are the best-known macro writing from a private equity firm: forecasts, asset allocation calls and specific private market themes, all argued at length with data.

Outlook Intermediate Annual outlook plus a mid-year update, with travel notes and short macro flashes in between