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3 articles summarized · Last updated: LATEST

Last updated: April 27, 2026, 2:30 PM ET

Private Equity & Real Assets Focus

Blackstone’s chairman Stephen Schwarzman recently championed the enduring value of physical real estate and asset-based credit, arguing these holdings offer superior insulation against technological disruption compared to traditional corporate credit, a view emerging amidst broader market apprehension regarding AI's impact. This perspective aligns with Blackstone’s strategic positioning, which reportedly holds a $310 billion vantage point to capitalize on artificial intelligence-related infrastructure buildout, while simultaneously seeing a $1.5 billion towers investment executed by KKR. Further compounding activity in infrastructure, the UAE-backed Altérra confirmed that while it deploys substantial "catalytic capital" into infrastructure funds since its 2023 inception, it is now demanding tangible, performance-based results from its commitments.