Jaime Ramos, manager of Bestinver’s North America and Megatrends funds, states that SpaceX is not an attractive investment opportunity due to its elevated valuation, and suggests better opportunities exist on Wall Street rather than pursuing one of the largest IPOs in history
Major private equity firms including Blackstone, Partners Group, Cliffwater, and asset managers BlackRock, Apollo, and Ares Management, along with hedge fund D.E.Shaw, have implemented redemption limits creating market stress and liquidity concerns for investors
Multiple major private equity funds including Blackstone, Partners Group, Cliffwater, BlackRock, Apollo, and Ares Management, as well as hedge fund D.E. Shaw, have implemented restrictions on redemptions, putting pressure on the market and raising liquidity concerns among investors.
Spanish asset manager AzValor states that despite elevated valuations in stock markets, there are extraordinary investment opportunities available, particularly in US companies with attractive prices.
Index Ventures partner Nina Achadjian discusses the shift in venture capital from software-only investments to AI applications in manufacturing, robotics, and industrial systems. She highlights Index Ventures’ early backing of companies like Anthropic, Physical Intelligence, and ServiceTitan, and discusses the implications of SpaceX’s IPO for the venture space.
Schneider Electric SE is issuing €800 million of debt as it capitalizes on strong market momentum from its growing involvement in the data center support business, particularly driven by increased demand related to AI infrastructure.
Zurich Insurance Group Plc is expanding its data-center insurance offering geographically to Europe and South America to capitalize on growing AI infrastructure investment globally
Amundi’s CIO solutions head John O’Toole outlines the firm’s risk diversification approach, highlighting opportunities in high-yielding commodity currencies and continued exposure to gold as investment strategies respond to Middle East geopolitical risks and equity market dynamics driven by artificial intelligence.
Schroders Greencoat is expanding its investment focus to include data center-linked renewable energy assets in response to surging electricity demand driven by AI infrastructure growth.
Poland’s largest parcel locker operator InPost SA is expanding its presence in France with a €500 million investment planned through 2030 as part of its broader European growth strategy.