As the world becomes inoculated from the Coronavirus and many businesses reopen and recover, KKR expects governments and central banks around the world to remain committed to stimulus measures. KKR suggests digging into related sectors that enjoy less limelight, like decarbonization, energy storage and water quality. Demographics worldwide look more favorable entering 2021 than at any point during the 2008 recession, KKR points out. “We think that we are at an inflection point for the global millennial,” says KKR in the report. Coupled with a post-Covid-19 focus on reliable supply chains, KKR sees this phenomenon giving an extra boost to domestically led firms in technology, industrials and healthcare.

Source: Forbes December 17, 2020 12:00 UTC