Geographical DiversificationKKR is expected to benefit from investors diversifying their geographic allocations from US to non-US regions, including Asia.
Growth OpportunitiesKKR is positioned to capitalize on secular growth trends in private markets, such as private credit, infrastructure, private wealth, and insurance, due to its diverse business mix.
Tariff ReductionThe reduction in tariff risks with China is expected to boost market confidence and support a faster recovery in capital markets, benefiting KKR significantly.