KKR

Even as recent headlines focus on disruption and volatility, we at KKR believe today’s environment isn’t one to fear, but one to navigate with discipline. Investment leaders across our businesses share where they’re seeing compelling opportunities beyond the noise: 🟢 With the current AI disruption in private credit, Daniel Pietrzak emphasizes the importance of selectivity and choosing deeply embedded businesses that are more resilient than others to the ripple effects of AI. 🟢 Alisa Wood reinforces that private equity continues to focus on durable businesses, and sees AI as a lever for value creation. 🟢 James Cunningham explains infrastructure remains anchored in mission-critical assets with “HALO” characteristics: Hard Assets with Low Obsolescence. Resilience starts with selectivity. 🟢 Julia Butler highlights that the real estate story is more about hard asset fundamentals than disruption: this asset class remains driven by supply, demand, and replacement cost dynamics. Learn more how about our portfolio managers are staying competitive in today’s market: https://go.kkr.com/3ODdGDx

“This is not a carrot that you pull out of the ground every day to see how it grows. This is something where you’ve got to do your work and understand who you’re investing with, understand how they’re going to drive value, understand how they differentiate themselves in these periods of dislocation and let them do their thing.” Alisa Wood joined SEMAFOR’s Compound Interest podcast to discuss why maintaining a long-term perspective is critical in private markets, especially during periods of dislocation, when leading private equity managers have the greatest opportunity to thrive. 🎧 Hear from Alisa in the clip below. Watch the full podcast for more on access, product design, and how private markets are evolving for a broader set of investors: https://go.kkr.com/4vH4gri

The world is more connected than ever but keeping pace with the increasing demand for mobile connectivity is both a challenge and an opportunity. This episode of Here’s the Deal highlights our investment in Vantage Towers, one of Europe’s largest telecom tower companies, supporting mobile connectivity across the continent. Learn more about our investment in Vantage Towers here: https://go.kkr.com/4tlMXum

Why are advisors increasing allocations to private markets? In a recent conversation with Michael Sidgmore of Alt Goes Mainstream and CIOs from Beacon Pointe and Cary Street Partners, Matt Magill, CFA shares what he’s hearing from advisors on their approach to portfolio construction, drawing from our 2025 RIA Private Markets Survey. Explore the survey findings: https://go.kkr.com/4sWDV69

As demand for digital transformation and AI solutions increases, Samsung SDS is playing an instrumental role in advancing Korea’s digital capabilities. Through a new strategic partnership backed by our $820 million investment, we’ll aim to support the company as it strengthens its platform for sustainable growth and long-term value creation. Our global network, deep local experience and operational expertise, combined with Samsung SDS’ scaled delivery capabilities and deep technical expertise, present a unique opportunity. This partnership further underscores our long-term commitment to Korea. Learn more: https://go.kkr.com/4vwGSwy

Curiosity is the common denominator of our highest performers. In this episode of Dining In at KKR, Marisa Parnes explains how those who take initiative and push for deeper understanding drive excellence across the firm. 👀 Watch the full conversation for a closer look at culture at KKR: https://go.kkr.com/4cocEmO

When sustainability is integrated into a company's core business strategy, it can strengthen performance. Leaders from three of our portfolio companies, Charter Next Generation, ContourGlobal, and Potter Global Technologies, share how this integration is taking shape across sectors. Learn more about how we work to protect capital and create durable value for our investors by embedding sustainability into how we invest, operate, and support our portfolio: https://go.kkr.com/4ccCmdC

No two investors are identical, and their individual priorities, such as income, capital preservation, or long-term growth may evolve. The shifting landscape requires a deliberate and sophisticated approach to portfolio construction. As events recalibrate priorities, we work closely with financial advisors, offering guidance on integrating private markets to help reach specific portfolio outcomes. Vote below ⬇️ and check out our framework for integrating private markets into portfolios at the link in the comments.

"Do not confuse a bull market with brains." At Bloomberg Invest, Co-CEO Scott Nuttall reflected on the 2010-2020 environment, when low rates, low inflation and rising multiples made it easier to generate returns. As conditions have shifted, the distinction between market tailwinds and investment discipline is becoming clearer, with outcomes starting to diverge. 📹 Hear more from Scott in the clip below.

Our co-founder, Henry Kravis, believes it’s up to everyone, not just certain teams and leaders, to innovate. Real progress happens when people at every level feel empowered to question assumptions, challenge the status quo, and improve what comes next. Help shape what’s next, discover careers at KKR: https://go.kkr.com/41U4sWk