KKR Releases New Publication Focused on Transformative Demographic Shifts and What They Mean for Investors

NEW YORK–(BUSINESS WIRE)–KKR today announced the release of a new KKR Viewpoints publication
authored by Paula
Campbell Roberts and Ken
Mehlman. In What Does Population Aging Mean for Growth and
Roberts and Mehlman delve into the intersection of the
changing demographics of our world and their economic and investment

“Global populations are aging – on this there is little debate. At a
high level, we believe this will result in slower economic growth and
subpar financial returns; there will also be trends towards increased
urbanization, including notable shifts in consumption and housing
patterns – all of which have important investment implications to

In exploring the impact of this global “new normal,” Roberts and Mehlman
offer the following insights:

  • Seek investment products that offer income or yield in a lower return
  • Lean in globally to long-term themes consistent with these demographic
    changes like health and wellness, urban rentership, travel and
    leisure, digital content and media, productivity enhancing technology
    and the search for income yielding financial products
  • Monitor and heed political attitudes and geopolitical risks,
    particularly focused on possible reactions to high levels of social,
    economic and technological disruption, high inequality and economic

Links to access this note as well as an archive of KKR’s previous
publications follow:

  • To read the latest Insights: click here.
  • To download a PDF version: click here.
  • To download the KKR Insights app for iOS click here,
    and for Android click here.
  • For an archive of previous publications please visit

About Paula Campbell Roberts

Campbell Roberts joined KKR in 2017 as a Director on the Global
Macro and Asset Allocation team. Ms. Roberts helps the Firm assess
consumer and real estate investment opportunities, and leverages
advanced analytics to lead in-depth consumer research. Prior to joining
KKR, Ms. Roberts was an executive director of Morgan Stanley and the US
Consumer Economist, where she managed coverage of the US consumer
sector. Previously, Ms. Roberts was a management consultant leading case
teams and advising Fortune 500 companies at Bain Co.

About Ken Mehlman

Mehlman joined KKR in 2008 and is KKR’s Global Head of Public
Affairs, helping the Firm assess and improve the companies in which it
invests by better understanding and managing geopolitical risk and
engaging with their key stakeholders. Mr. Mehlman also oversees the
firm’s global external affairs activities and leads KKR’s Environmental
Social Governance (ESG) programs for the firm and its portfolio
companies. Before joining KKR, Mr. Mehlman led a bipartisan public
policy and regulatory practice at the global law firm Akin Gump Strauss
Hauer Feld. Mr. Mehlman spent a dozen years in national politics and
government service.

Report Contributors: Ludo Bammens Neil R. Brown
Aidan T. Corcoran Kareem Dakak ● Bryan
Frances B. Lim Logan Mackie
Henry H. McVey ● Brian C. Leung Rebecca J.
Vance F. Serchuk Angad Singh

About KKR

KKR is a leading global investment firm that manages multiple
alternative asset classes, including private equity, energy,
infrastructure, real estate, credit and, through its strategic manager
partnerships, hedge funds. KKR aims to generate

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