Blackstone's 2026 Mid-Year Investment Perspectives: Why Markets are Resilient Despite the Noise

AI is creating opportunities at scale, including data centers and other key infrastructure supporting AI demand. Ken Caplan, Global Co-Chief Investment Officer of Blackstone, and Winfield Sickles, Managing Director, Investment Strategy, sit down with Christine Anderson, Global Head of Corporate Affairs, to discuss what’s driving markets and the resilient economy. Read the full article: https://bit.ly/4f7SVsP 00:00 Meet Blackstone’s Office of the CIO 00:55 What’s Happening Across Blackstone’s Portfolio? 02:57 AI is Still the Main Thing 05:07 What the Data Tells Us About the Global Economy 08:35 A Case Study for Powering Results 11:12 The Infrastructure of AI 13:45 Real Estate Recovery Explained 15:42 Private Credit Opportunity 18:33 What Asset Classes Are Experiencing the Biggest Tailwinds? 19:30 Rapid Fire Questions Follow us on Social: LinkedIn — https://www.linkedin.com/company/blackstonegroup/ X (Twitter) — https://twitter.com/blackstone Instagram — https://www.instagram.com/blackstone Sign Up for Blackstone Emails: https://www.blackstone.com/email-signup/

Added 18 Jul 2026