Five Ds and Implications for Investors

Solita Marcelli, Global Head of Investment Management at UBS GWM, & Henry McVey, Head of Global Macro and Asset Allocation, and CIO of KKR’s Balance Sheet, share their views on the rest of 2026 and beyond, exploring key opportunities and risks across public and private markets. They touch on the impact of artificial intelligence, structural market shifts, the latest developments in private credit, and more.