KKR's Chris Sheldon on Credit Strategy, Spreads, M&A

Core Insights - KKR's Co-Head of Credit & Markets, Christopher Sheldon, discusses the firm's 2026 credit strategy report, highlighting the current market conditions and investor challenges [1] - The report emphasizes the tight credit spreads in the market, which are occurring alongside an increase in M&A activity [1] Market Conditions - Investors are facing challenges due to tight credit spreads, which can limit the availability of capital for new investments [1] - The rising M&A activity indicates a competitive landscape, where companies are actively seeking growth opportunities through acquisitions [1]