Alternative asset manager Blackstone is reportedly in talks to offer its funds through FinTech company Revolut’s platform.By completing this form, you agree to receive marketing communications from PYMNTS and to the sharing of your information with our sponsor, if applicable, in accordance with our Privacy Policy and Terms and Conditions .Complete the form to unlock this article and enjoy unlimited free access to all PYMNTS content — no additional logins required.Revolut is developing a private banking serv ...

The refinancing was anchored by Tata Capital with a commitment of about ₹800 crore, alongside Investec at ₹300 crore. Other lenders and investors in the syndicate include Vivriti Capital (₹200 crore), Hero FinCorp, Hero Corp, DSP, Oxyzo and a clutch of family offices, taking the total deal size to around ₹2,300 crore.Hero FinCorp is understood to have invested around ₹300 crore, while DSP has committed about ₹175 crore. Smaller family offices have chipped in roughly ₹75 crore. The entire syndicate has come ...

DB : We offer a wide variety of investment products. Everything from your typical asset allocation models that range from conservative to aggressive to managed equity models, where clients buy individual stocks based on models that one of my investment managers manages. They include everything from large cap growth to dividend growth and value. We have an alternatives sleeve, where I include our managed futures product, which is a product that’s designed to provide crisis alpha. It’s a trend-following produ ...

安盛集团对人工智能基础设施投资趋于谨慎 - 安盛集团表示在支持该行业融资时对人工智能建设持更谨慎态度 旨在避免为技术赌博提供资金[1] - 公司首席投资官认为人工智能基础设施在最近几个月获得了天文数字般的资金配置量[1] - 数据中心正成为一个新的担忧点 因其涉及对尚未被验证的技术进行数千亿美元的投资[1] - 挪威2.1万亿美元的主权财富基金本周表示 数据中心在未来三年内不会成为其投资策略的主要部分[1] 安盛集团在数据中心领域的投资偏好 - 公司试图避免投资过于专业化或专为单一参与者或单一技术定制的数据中心[2] - 公司更倾向于为具备推理和通用计算能力的数据中心提供融资[2] 私人信贷市场风险事件引发行业关注 - 美国汽车零部件供应商First Brands今年早些时候的倒闭事件 引发了对1.7万亿美元私人信贷市场潜在陷阱的关注[3] - 该事件也引发了对损失向银行和保险公司等金融机构传导的关注[3] - 该事件导致包括Jefferies金融集团和瑞银集团资产管理子公司在内的主要公司卷入其中[4] - 此前二手车销售商Tricolor的倒闭 加剧了市场对其他行业可能出现问题贷款的担忧[4] 安盛集团的私人信贷投资策略与风控 - 安盛集团是全球最大的保险公司之一 在私人及结构化信贷领域部署了约650亿欧元资金[3] - 当私人信贷领域发生此类事件时 公司会逐行审查整个投资组合以确保没有类似风险敞口[5] - 公司的投资准则不允许其对First Brands或Tricolor持有重大风险敞口[5] - 公司强调行业选择、文件质量以及相对较短的投资期限至关重要[5] - 近几个月公司加速了对其投资组合的审查[5] - 私人及结构化信贷配置约占公司总资金部署的14% 其中超过一半是欧洲国家（如荷兰、瑞士、德国）的抵押贷款义务或抵押贷款的高级份额[5] - 其私人信贷投资组合中约84%为投资级[5] - 公司在私人信贷领域与大约二十家欧美资产管理公司合作[5] - 公司在私人及结构化信贷领域的投资理念是不购买资产管理公司发行的全部产品 而是倾向于选择单一管理账户或具有严格投资准则的单一结构基金[6] - 公司希望避免投资于没有保护条款或仅有宽松条款的资产[6] - 公司在私人信贷领域将继续避免技术赌博和对次级消费者的风险敞口[7] - 公司注意到经济呈现某种程度的两级分化 特别是在美国 富裕消费者正日益推动市场[7]

Apollo CEO Marc Rowan is planning a definitive book clarifying private credit in time for Christmas. Recent bankruptcies and media scrutiny have fueled debate over private credit's risks. Rowan aims to address misconceptions about private credit in financial markets. Apollo has a holiday gift it wants to hand out this year — and, unlike Blackstone's, it's not a cringey video. Speaking to Goldman Sachs analyst Alexander Blostein at the Goldman Sachs Financial Services conference on Wednesday, CEO ...

The AI boom has sparked a construction frenzy — and the scale of financing needed is only just starting to hit the public eye. "Tip of the iceberg. It's just beginning," John Cortese, head of portfolio management and trading at Apollo Asset Management, told Yahoo Finance's Opening Bid. He noted companies that have historically been asset-light are "just starting to become asset-heavier businesses." Instagram parent Meta (META) is one example. The company "tripled the amount of debt outstanding in one m ...

Blue Owl Capital (NYSE:OWL) Conference December 10, 2025 01:40 PM ET Company ParticipantsDoug Ostrover - Co-CEOConference Call ParticipantsConor Rowley - AnalystConor RowleyAll right. Thank you, everybody. We'll get started with our next session. Thank you, everybody, for joining us. Up next, I'd like to welcome Doug Ostrover, Co-CEO of Blue Owl. Owl is one of the largest global alternative asset managers with nearly $300 billion in assets under management, specializing in private credit, GP solutions, and ...

Blackstone (NYSE:BX) Conference December 10, 2025 12:20 PM ET Company ParticipantsJon Gray - President and COOModeratorAll right. Good afternoon, everybody. Thank you for joining us. We'll get started with our next session. Hopefully everybody's well-fed. Next up, it's my pleasure to introduce John Gray, President and COO of Blackstone. With more than $1.2 trillion in assets under management, Blackstone is the world's largest and most diversified alternative asset manager, distinguished by its expertise acr ...

公司里程碑与市场认可 - 公司股票在被纳入标普500指数后单日上涨约7% [1] - 公司创始人认为这是公司发展的重要里程碑 标志着公司从30年前的小型合伙企业发展至今的成功 [3] - 这一里程碑建立在公司过去十年多以来令人瞩目的增长基础之上 [4] 行业现状与发展 - 另类投资领域现已具备相当规模 业务全球化且仍在持续增长 [4] - 私人信贷市场是现代资本市场的重要组成部分 驱动着中型市场经济增长 [9] - 私人市场有助于平滑公开市场的波动 并在结构上更好地将风险从杠杆化的金融结构转移到无杠杆的机构基金中 [9] 对行业负面事件的看法 - 2023年10月几起高调破产事件曾给私人信贷领域蒙上阴影并引起股价波动 但公司CEO认为这仅是三起独立的欺诈和信贷挑战事件的巧合 并非深层次的信贷问题 [4][5] - 在审视私人信贷领域财报后 发现大型管理公司的坏账率处于历史低位 银行核销率保持在60个基点 同比持平或下降 信用卡拖欠情况也有所缓和 这证实了事件的孤立性 [6] - 该事件提醒市场 信贷业务中承销质量和基金管理人选择至关重要 出现损失是业务的一部分 [7] 监管与行业前景 - 英国央行正启动针对私募股权和私人信贷的压力测试 公司将积极参与 [7] - 公司认为这一压力测试过程对行业非常有益 将展示私人市场的重要性 [9] - 在美国 尽管不确定是否会进行正式压力测试 但公司与监管机构的持续对话和教育在过去17年增进了对公私市场共生关系的理解与透明度 [8]

核心观点 - 黑石集团首席执行官史蒂夫·施瓦茨曼表示 其不认同市场对私人信贷领域的担忧 该担忧源于近期汽车行业的破产事件 [1] 行业观点 - 私人信贷行业近期因汽车行业破产事件而引发市场担忧 [1] - 黑石集团首席执行官公开表达了与市场主流担忧不同的看法 [1]