McVey Says KKR Will Be Aggressive in Infrastructure Investing

The video discusses investment strategies, highlighting a preference for credit over equities. It emphasizes the importance of thematic investing and active management, particularly in high yield markets and indices like the Russell 2000 and NASDAQ. The speaker also identifies opportunities in infrastructure and private equity, especially outside the US, where European stocks present value due to historical underperformance.

What value is seen in private equity outside the US?

How do European public stocks compare to their levels in 1999?