Market Pulse | High-signal updates for investors and operators

• Courtney Reagan: Host, Senior Editor of Blackstone Insights.
• Viral Patel: CEO and a member of the Board of Directors of BXPE. Mr. Patel is a member of the Investment Committees for BXPE and Blackstone Growth..

Executive Summary & Core Investment Philosophy [00:00:30] Blackstone’s private equity strategy manages a portfolio of more than 270 companies by…

• Host: Aaronn Mulvihill, Global Alternatives Strategist for J.P. Morgan Asset Management [00:00:08].
• Guest: Jay Horine, Global Head of the Security and Resiliency Initiative for JPMorganChase [00:00:08].
• Guest Background: Horine joined J.P. Morgan in 2006 to help run the Power…

• Speaker: Emily Thomas, Head of Investing with Impact at Morgan Stanley Wealth Management. [00:00:04]
• Recording Date: Monday, May 18, 2026. [00:00:14]
• Location: Morgan Stanley broadcast studios in Purchase, New York. [00:00:17] -…

Speaker Details & Context

• Speaker: Nick Nefouse [00:00:02]
• Role: Head of BlackRock's Retirement Solutions Team [00:00:04]
• Series / Episode: 3+1 (Episode 4) [00:00:06]
• Temporal Context: Filmed and published in late May 2026, leading…

In this episode, Future Standard’s Investment Research team members Alan Flannigan and Andrew Korz sit down with Scott Burr, Senior Portfolio Manager at Future Standard, to discuss how multi-strategy investing may help investors navigate a changing macro regime.

1. Executive Overview & Speaker Profile

• Scott Burr introduces himself as a senior portfolio manager at Future Standard who manages a liquid…

Core Overview & Corporate Profile

• The Subject: KKR’s Direct Lending investment thesis and long-term capital partnership with Woolpert [00:00:06].
• Speaker: Representative from KKR Private Credit / Direct Lending business [00:00:41].
• Target Profile: Woolpert serves as a premier example of KKR’s core direct lending…

Speaker Profiles & Introduction

• Matt Holman [00:00:48]: Managing Director, Business Operations team within Brookfield’s Private Equity business. Joined the firm after serving as a long-time business operator, including 16 years at Polaris Industries and tenure as CEO of two independent companies, including Liberty Diversified International. -…

00:00:08 Overview & Asset Profiling

• Asset Name: Calhoun 75 [00:00:08]
• Asset Type: State-of-the-art industrial distribution center / warehouse [00:00:14]
• Acquisition Year: Acquired in 2025…

This comprehensive summary and fact-check is based on the Citi Institute report titled "Moving America." It explores the systemic macroeconomic drag caused by the "mortgage lock-in effect"—where millions of American homeowners are financially disincentivized from moving because they hold ultra-low fixed rates while current market rates have doubled.

Speaker Profiles

• Alex [Host]…

This Morgan Stanley "Alts Report" features Alli Nest, Head of Investment Solutions Products, discussing the rapidly expanding landscape of alternative investments and their strategic value for high-net-worth investors.

Overview of Alternative Investments

Alternative investments encompass assets beyond traditional stocks and bonds, including **private equity, private credit, real estate, infrastructure,…

In this episode of the Alts Report,** Mike Arougheti**, CEO and founder of Ares Management, discusses the significant shift toward alternative investments, the current state of the real estate market, and the burgeoning ecosystem of sports, media, and entertainment.

1. The Evolution & Secular Shift of Private Markets The shift toward alternatives is not merely a trend but a 30-year…

This summary provides a comprehensive overview of the Bloomberg Merryn Talks Money podcast episode titled "The Contrarian Case for London Real Estate After a Decade of Stagnation," featuring Merryn Somerset Webb, John Stepek, and Daniel Austin (CEO of ASK Partners).

1. Introduction and Current Market Sentiment The podcast, "The Contrarian Case for London Real Estate After a Decade of Stagnation,"…

This podcast features Jeffrey Sherman (Deputy CIO of DoubleLine Capital) and Jason Draho (Head of Asset Allocation for the Americas at UBS) discussing investment positioning amidst geopolitical tensions, inflation, and the rise of AI. This podcast was recorded on April 9, 2026, at the UBS 1285 podcast studio.

**[00:00:08] Introduction and…

In this address from the Oaktree Conference 2026, Co-CEOs Bob O'Leary and Armen Panossian provide a comprehensive outlook on the global economy and investment landscape, defining the current market backdrop as "shakily optimistic." [00:20]

Market Sentiment: "Shakily Optimistic" [00:00:20] Co-CEO Bob…

This summary details the insights of Apollo Global Management CEO Marc Rowan regarding the state of private credit, the misunderstanding of market risks, and the specific impact of AI on the software sector.

I. Market Misconceptions & The Media Narrative [00:00:00]

• Media vs. Reality: Marc Rowan characterizes current concerns about private credit as a "media…

This video provides an in-depth look at Refresco, a premier global contract manufacturer for the beverage industry, and explores why KKR identified it as a unique "industrial infrastructure" investment opportunity.

[00:00:09] Company Overview & Critical Infrastructure

• Global Role: Refresco is recognized as one of the largest contract…

In this video, leaders from Altavair and KKR discuss their strategic partnership in the aircraft leasing industry, highlighting how they navigated the unprecedented challenges of the COVID-19 pandemic through long-term vision and stable financing.

Overview of Altavair and the Aircraft Leasing Market**

• Corporate Identity: Altavair is an aircraft leasing operating company that invests in commercial…

The video "Insights Series: Hedge Fund Outlook 2026: Mapping the Industry's Next Phase," featuring Janine Ravens and Sam McDonald from With Intelligence (part of S&P Global), provides a deep dive into the evolving landscape of the hedge fund industry.

[00:00:38] I. Introduction & Historical Context

• The Reputation Shift: Historically, hedge…

This interview features Joan Solotar, Global Head of Blackstone Private Wealth, discussing the evolving landscape of private markets, the rapid growth of private credit, and the firm’s strategy for individual investors.

1. Business Scope & Model [00:00:00]

• Context of Growth: The segment opens amidst a debate over whether private…

This comprehensive summary breaks down the key insights from the Morgan Stanley Alts Report, featuring Alisa Wood, Partner at KKR, discussing the rapid evolution and growing accessibility of alternative investments.

The State of Private Markets

• AUM Growth: Over the past decade, private markets' assets under management (AUM) have more than tripled, currently sitting in the range of **$18…