3 Sectors to Buy While They're Down and 1 to Walk Away From
American Express, KKR, and other financial stocks are trading at multi-year low valuations, and insider buying at KKR suggests the private credit panic may be overdone.
KKR: Still A Growth Story Despite Credit Fears
KKR remains a strong buy despite recent underperformance and sector-wide private credit fears, with shares trading near 52-week lows. KKR's long-dated, gated AUM structure ensures durable, stable fee revenue, largely insulated from immediate private credit market stresses. The recent $23 billion North American private equity fundraise, exceeding targets, demonstrates robust institutional demand and supports forward revenue growth.
KKR Closes Record $23 Billion North America Private-Equity Fund, Its Largest Ever
The closing comes even as private equity endures its worst fundraising environment in nearly a decade.
KKR raises $23 billion for North America private equity fund
Investment firm KKR said on Thursday it had raised $23 billion for its North America-focused private equity fund, the largest such fund the firm has devoted to the region.
KKRT: Long-Dated Bond From KKR, Down -8% This Year
KKR & Co. Inc.'s 6.875% Subordinated Notes offer liquidity and transparency as exchange-listed baby bonds with a $25 par value. KKRT's long maturity (2065) and high duration (14 years) make it highly sensitive to credit spreads and market risk. Despite an -8% price decline YTD and a 7.3% current yield, we remain at 'Hold' until yields reach 7.5-7.6% to compensate for risk.
BX vs. KKR: Which is a Smarter Bet as Private Credit Markets Tighten?
Scale-driven stability meets insurance-backed growth as both Blackstone and KKR battle private credit headwinds and long-term opportunity.
KKR Scores One of Its Best Bets With Sale of Data-Center Cooling Business
CoolIT's roughly 640 employees are each set to receive average payouts of $240,000.
KKR-backed OHB taps banks for share sale, Bloomberg News reports
German satellite maker OHB is working on a share sale, potentially allowing minority investor KKR to reduce its stake, Bloomberg News reported on Wednesday.
KKR to invest up to $310 million in India e-bus deal
U.S. private equity firm KKR will invest up to $310 million through a partnership with Indian electric commercial vehicle maker PMI Electro Mobility Solutions and its e-bus platform Allfleet India, the companies said on Wednesday.
KKR & Co: Crushed As Private Credit Fearmongering Goes Into Overdrive
KKR & Co. has declined 44% from its 52-week high amid exaggerated private credit and AI-related fears. KKR's AUM reached $744 billion in the fourth quarter of 2025, up 17% over its year-ago comp, with strong diversification across 30+ strategies and resilient fee-related earnings. Direct lending and software exposure are modest, mitigating systemic risk from AI and sector-specific disruptions.
KKR eyes multibillion-dollar sale of CoolIT Systems: report
High-powered AI and cloud servers crunching data need huge amounts of power and give off intense heat that traditional air cooling systems are often unable to cool properly.
KKR eyes multibillion-dollar sale of data center cooling company, FT reports
U.S. private equity firm KKR is working with advisers on a sale of data center company CoolIT Systems for a price tag potentially exceeding $3 billion, the Financial Times reported on Sunday, citing people familiar with the matter.
