We'll See Resumption of Deals: Blackstone's Baratta

Blackstone's global head of private equity, Joe Baratta, said markets are craving investments that are immune from AI-driven dislocation, highlighting investor preference for assets less exposed to AI disruption. He discussed market opportunities, implying a relative premium for defensive, predictable private-market strategies versus AI-exposed technology assets. For a portfolio, consider tilting toward resilient private assets and sectors with limited AI substitution risk.

Analysis

Blackstone's global head of private equity, Joe Baratta, said markets are craving investments that are immune from AI-driven dislocation, highlighting investor preference for assets less exposed to AI disruption. He discussed market opportunities, implying a relative premium for defensive, predictable private-market strategies versus AI-exposed technology assets. For a portfolio, consider tilting toward resilient private assets and sectors with limited AI substitution risk.