KKR & Co. Inc., a prominent global investment firm, has released its 2025 Mid-Year Global Macro Outlook authored by Henry McVey, the firm's CIO and Head of Global Macro and Asset Allocation. The report highlights increased opportunities for private investment in infrastructure, spurred by government retrenchment, energy transition needs, and geopolitical competition. It also offers updated perspectives on global economic forecasts, inflation, interest rates, currencies, and capital markets, addressing key investor concerns such as Europe's competitive positioning and expected returns. The analysis suggests that investors 'make their own luck' by focusing on assets with collateral-based cash flows, operational improvements in Private Equity, senior slices of Credit, or Real Assets with inflation-linked contracts. Despite a turbulent start to 2025, McVey and his team maintain a positive outlook, emphasizing the role of attractive financial conditions and ongoing productivity gains in extending the current economic cycle.