Henry McVeigh
KKR Global Macro and Asset Allocation Head and CIO of the firm's balance sheet who discusses macro regime change, private credit and infrastructure opportunities.
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Mar 3, 2026 • 43min
Closing Bell Overtime: Stocks Stage Dramatic Reversal as Oil Surges and Markets Reassess the Next Move 3/3/26
Henry McVeigh, KKR Global Macro and Asset Allocation Head and balance-sheet CIO, outlines macro regime change and where private credit and infrastructure matter. He talks about resilient growth, dispersion in private credit, and real assets opportunities. Short takes on market reversals, oil-driven volatility, and emerging market flows round out the conversation.
