Irony, Optimism, and AI
by Joe Zidle, Chief Investment Strategist, Private Wealth Solutions
An irony of new technology is that no matter how disruptive it is, traditional economic forces determine its trajectory and economic impact. In my view, understanding this dynamic is key to skillful asset allocation in the next cycle.
Accelerating Value with AI
by Matt Katz, Senior Managing Director, Global Head of Data Science
The private equity landscape has undergone seismic shifts in Blackstone’s almost four-decade history. Our objective has always been the same, though: to deliver for our investors. What has evolved over time is how we deliver. Today, we see AI as a principle means of adding value to our companies and helping them accelerate growth.
Manager Selection is Key in Private Markets
by Anders Nielsen, Managing Director, Private Wealth Solutions
Brendan Conway, Principal, Private Wealth Solutions
In the January issue of the Connection, we argued that the current uncertain macro environment is a good time to shift portfolios towards a higher strategic allocation to private assets. Each of the major private asset classes offers unique features which add arrows to an investor’s quiver that are particularly valuable in uncertain times.
Through the Private Market Lens
Blackstone’s global portfolio spans more than 230 companies employing over 700,000 people. Each quarter, led by Prakash Melwani, CIO of Corporate Private Equity, we survey a sample of these companies’ CEOs on the current business environment and what they see on the horizon. Explore a few key findings from our Q1 2024 survey of 83 Blackstone portfolio company CEOs (53 US CEOs).
Read the full brochure
Authors
Joe Zidle
Chief Investment Strategist, Private Wealth Solutions
David Stubbs
Managing Director, Private Wealth Solutions
Anders Nielsen
Managing Director, Private Wealth Solutions
Kristin Roesch
Vice President, Private Wealth Solutions
Anav Bagla
Analyst, Private Wealth Solutions
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