Blackstone’s European private‑equity leader Martin Brand discussed the main challenges facing the industry and explained that the firm is betting on a massive increase in demand for AI‑related infrastructure. He highlighted Blackstone’s strategic plans to invest in Germany to capture this growth opportunity.
MSCI Inc. has introduced a new suite of AI value chain indexes designed to allow investors to more precisely hedge their exposure to the artificial intelligence sector.
The article reports that large investors, exemplified by US value manager David Samra, are shifting more of their portfolios toward stocks outside the United States, particularly European companies like Adidas and Brenntag, as well as Asian giant Samsung. Samra stresses that low price multiples must be paired with capable management.
Eurizon’s Spain‑Portugal head Bruno Patain will answer investors’ questions about the profitability of fixed‑income investments and highlight the most attractive asset opportunities in the short, medium and long term.
Swiss financial investor Ufenau completed a significant private‑equity transaction, selling its share in Altano, the global leader in horse medicine, to Bridgepoint.
Portuguese drone maker Tekever has completed the first close of a $580 million funding round and is now looking for acquisition targets.
Maria Angelicousis, Greece’s wealthiest shipping magnate, has achieved significant returns outside her maritime business by redirecting her family office’s investments from private markets to Nvidia stock, benefiting from the surge in artificial intelligence interest.
According to Norwegian asset manager Nordea AM, renewable energy sources have become more competitive, reviving interest in sustainable investment during the current Ormuz crisis and in response to climate change.
Legora, a French legal‑tech startup, is reportedly negotiating a new financing round that may bring its valuation to roughly $8.5 billion.
Because an increasing number of investors are redeeming their shares in DWS’s real‑estate funds, the Deutsche Bank subsidiary must place more properties on the market to generate cash for payouts to shareholders.