Stay the Course 2014

“You’re going to want to be in risk assets, but selectivity will be more key” in 2014 versus last year, says Henry McVey, Head of Global Macro & Asset Management for KKR. In an interview, McVey outlines the main points of his new 2014 outlook report, including:

• What has changed in the economic growth factors between 2013 and 2014?
• Why he continues to recommend that investors remain ‘massively underweight’ government bonds
• What the best credit investment strategies are from geography to geography
• Why Mexico stands out as a bright spot in emerging markets