Fridays with Frank: The Mid-Year Divergence Report

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Recorded18 Jun 2026

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Show notes

Halfway through the year, Nigel Grant and ASB Chief Investment Officer Frank Jasper unpack KKR's mid-year outlook and the three big themes shaping markets right now, geopolitical fragmentation and supply chain "choke points," the AI-driven productivity boom that could be underestimated, and what KKR calls a "higher resting heart rate" for inflation.

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