KKR Says Uncertainty Is Creating Opportunities In Private Markets

Benzinga_recent_news04-10

The private markets landscape has been a rather difficult one this year, with heightened market volatility, ongoing geopolitical tensions, evolving monetary policy, and the acceleration of AI-driven ...

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In fact, the investment universe is far broader.\nPrivate asset-based finance, such as aircraft leases and business equipment loans, is a growing segment of the private credit market. Pietrzak pointed to its historically attractive yields, market size, and the potential for diversification.\nWhile recent headlines have spotlighted elevated defaults in private credit—particularly within software, Pietrzak noted that stress has so far been concentrated on specific issuers and is not indicative of a sudden or broader shock in the private credit system.\nJPMorgan CEO Jamie Dimon and Federal Reserve Chair Jerome Powell expressed similar views on the private credit sector.\nPietrzak stressed the importance of selectivity when it comes to artificial intelligence. \n\"In many cases, it's almost like surgery to rip these systems out,\" he explained, underscoring why some businesses are more resilient than others to the ripple effects of AI.\nMeanwhile, Alisa Amarosa Wood, partner, private equity, said that she views the creation of artificial intelligence as a tool for value creation.\nAI will be disruptive, but figuring out how companies can use that for their portfolios and to drive long-term value is an important piece to the puzzle, she noted.\nOn the topic of infrastructure, specifically defined as Heavy Assets, Low Obsolescence (HALO), referring to companies focused on physical infrastructure rather than artificial intelligence, James Cunningham, partner, Infrastructure at KKR, explained that these \"aren't just convenient assets; they are mission critical.\"\nIt was previously reported that the private credit market is ditching software and favoring industrial and asset-heavy sectors.\nMajor firms like Blackstone, Bain Capital, and Brookfield Asset Management are now targeting HALO companies due to their lower exposure to technological disruption.\nAreas such as power generation and distribution, and digital connectivity will create opportunities within the market, KKR noted.\nSimultaneously, AI is creating a \"powerful new tailwind,\" Cunningham added. The evolution of data centers is paving the way for an increase in demand for both power and connectivity infrastructure.\nHyperscalers are expected to spend roughly $500 billion in 2026 alone, Cunningham stated.\nSeveral firms have raised capital to invest in industrial technologies, defense, or data sectors.\nLast year, Blue Owl Capital closed its digital infrastructure fund III with $7 billion. The fund focuses on data centers and digital infrastructure. The firm is expected to launch a fourth fund this year.\nMeanwhile, Andreessen Horowitz’s a16z is actively investing through its “American Dynamism” practice, which focuses on defense technology, aerospace, and industrial manufacturing. \nThe firm recently led a $175 million Series B funding round for autonomous surface vessel maker Saronic, Forbes reported.\nOverall, KKR believes that leaning into complexity will generate “interesting” market opportunities. The firm encourages investors to stay diversified, focus on reliance and quality, and maintain a long-term perspective going forward, the report concluded.\nPhoto: Shutterstock\nTo add Benzinga News as your preferred source on Google, click here.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2626137116","isCrawlerRequest":true}