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1、Run Credit,Run!KKR Credit&MarketsJune 2024 Market ReviewBubba-Gump10Keep Your Eye on the Ball 124Whats Normal Anyways?7Peas&Carrots Written by:Christopher A.SheldonPartner and Co-Head Credit&MarketsTal RebackDirector,Credit&MarketsKristopher NovellManaging Director,Asset Allocation&Portfolio Constru

2、ction“We feel like we have been running behind Forrest for 3 years,2 months,14 days and 16 hours as markets have gone up and back,up and back”Executive SummaryThe 1994 American classic film,Forrest Gump,adapted from Winston Grooms 1986 novel,is a timeless depiction of the important role perseverance

3、 can play when navigating the unpredictable journey of life and its hurdles.Forrest,the non-obvious eponymous protagonist,learns that you can leave destiny up to chance,floating where the wind takes you like a feather,or instead use intention and determination to drive outcomes.Forrests story captur

4、ed the hearts and minds of many over the last 30 years as he defied the perceived odds to rise above challenges.His story reminds us of the significant value of being nimble,creative and remaining disciplined can have in what we are calling todays non-obvious market.Forrests journey unfolds over the

5、 transformative decades of the 1950s,60s,70s,and 80s,which allows him to witness and participate in some of the most pivotal moments of recent history.In some ways,the past four years have felt like four decades global markets have thrown twists and turns that have kept investors on their toes,tryin

6、g to anticipate what could come next:rate cuts,CPI print,labor numbers!?There has been no shortage of inputs for markets to react to and follow.Some might even say it feels like we have been running behind Forrest for 3 years,2 months,14 days and 16 hours as markets have gone up and back,up and back