KKR & Co. Inc.
One of the original leveraged buyout firms, KKR now runs private equity, credit, infrastructure and real estate strategies alongside an insurance business. Its macro team, led by Henry McVey, publishes some of the most widely read asset allocation thinking to come out of private markets, and the firm also maintains a free education hub on how private assets work.
What they publish
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.
KKR's free primers on private equity and private credit explain fund structure, the J-curve, distribution waterfalls, fees, direct lending and asset-based finance in one place, with a glossary.