Sector Investment 3 Days

Last updated: April 28, 2026, 11:30 PM ET

Private Markets & Real Estate

JEN Partners successfully capped its latest fundraising round, securing the $900 million hard-cap for JEN, driven by robust commitments from returning limited partners in New York. This sustained appetite for established real estate managers contrasts with broader market anxieties, as Blackstone’s Stephen Schwarzman asserted that physical assets and asset-based credit offer superior insulation against technological disruption compared to corporate credit exposure. Meanwhile, large-scale infrastructure fundraising continues, with Harbert Management achieving an interim close of $450 million for a new fund, while KKR deployed $1.5 billion into telecom tower infrastructure.

Technology Investment & Infrastructure

The ongoing focus on digital transformation requires a fundamental shift in perspective, according to Axians UK Chief Executive Chris Gilmour, who cautioned that companies often misinterpret technology upgrades as purely capital expenditure rather than a necessary cultural and operational mindset change. This investment theme is reflected across mega-funds, where Blackstone maintains a $310 billion "front row seat" to the artificial intelligence boom, positioning its capital to benefit from the underlying infrastructure buildout necessary to support these emerging technologies.