Why Blackstone, KKR and Apollo are moving in different directions

为什么布莱克斯坦、KKR和阿波罗正朝着不同方向前进

Behind the Money

2025-06-04

22 分钟
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Blackstone, Apollo and KKR. Although they have similar origins, these three top private capital groups are moving in different directions amid tumultuous markets. What do these approaches look like? And will they hold up in a potential downturn? The FT’s Antoine Gara, US private equity and deals editor, breaks down each approach and who’s most likely to perform best in the future. - - - - - - - - - - - - - - - - - - - - - - - - - -  For further reading: How Blackstone and its biggest rivals are drifting apart  Should ordinary US retirement accounts be investing in private assets? Private equity industry shrinks for the first time in decades   - - - - - - - - - - - - - - - - - - - - - - - - - -  Follow Antoine Gara on X (@AntoineGara), or on Bluesky (@antoinegara.bsky.social‬). Michela Tindera is on X (@mtindera07) and Bluesky (@mtindera.ft.com), or follow her on LinkedIn for updates about the show and more.  Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • U.S.

  • President Donald Trump's so-called reciprocal tariffs rocked global markets earlier this spring.

  • And during that time,

  • my colleague Antoine Guerra was watching closely to see how three of the biggest firms on his beat would respond.

  • Blackstone, Apollo and KKR are the three leading private capital firms on Wall Street.

  • And within about a month of Trump's tariff announcements,

  • the ones that sent markets into a complete freefall,

  • each of these firms had to report quarterly earnings and they also had to hold conference calls with their shareholders.

  • These firm stocks had been battered by the announcement.

  • Each one's share price suffered losses of roughly 10 percent in the immediate aftermath.

  • But later on those investor calls, Antoine noticed something different.

  • They were making very distinct cases on how each of these firms individually were best positioned to handle the coming market turmoil.

  • They were really making pretty forceful cases on why they were going to do better than their rivals across the street.