Ares’ big play in private equity

阿瑞斯在私募股权领域的重大布局

FT News Briefing

2026-07-28

12 分钟
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单集简介 ...

A crucial gauge of risk in holding the debt of companies at the centre of the AI boom has hit a record high, private capital group Ares Management has held talks to acquire Leonard Green & Partners, and French company TotalEnergies will be able to continue selling gas from its flagship Siberian project to Asia. Plus, institutional investors are snapping up bundles of UK homes at large discounts and sales at LVMH’s key fashion and handbags division returned to growth for the first time in two years. Mentioned in this podcast: Big Tech credit risks hit record highs as AI spending soars Ares Management has held talks to buy Leonard Green Partners Investors snap up bundles of UK properties as housebuilders offer discounts TotalEnergies benefits from EU sanctions reprieve on Russian gas Dior rebound helps LVMH’s fashion business return to growth Save 10% on tickets with the code FTPodcast. Visit ft.com/festival to find out more. Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts  The FT News Briefing is produced by Victoria Craig, Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Fiona Symon. Our editor is Marc Filippino. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our intern is Cole van Miltenburg. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • Hey guys, it's Mark checking in from my time off.

  • I wanted to let you know about the FT Weekend Festival happening on Saturday,

  • September 5th at Kenwood House Gardens in London or online wherever you are.

  • Spend the day with FT journalists, leading voices,

  • and forward thinkers across business, politics, economics, culture, and the arts.

  • As a podcast listener, you're going to save 10% on tickets with the code FTPodcast.

  • Just visit ft.com slash festival to find out more.

  • We'll have that link in the show notes.

  • Good morning from the Financial Times.

  • Today is Tuesday, July 28th, and this is your FT News Briefing.

  • A French energy company is benefiting from a U-turn on Russia sanctions,

  • and Aries Management wants to compete with private equity giants.

  • Plus, big institutional investors are scooping up homes in the UK.

  • I'm Sonia Hudson, in for Mark Filipino, and here's the news you need to start your day.

  • The French company Total Energies is going to be able to keep selling gas to Asia that comes from its Russian plant.

  • That's because the EU last week agreed to allow European companies

  • to keep shipping Russian liquefied natural gas to countries outside the bloc.

  • Greece had demanded the carve out in exchange for an unrelated group of sanctions against Moscow.

  • Greece has a large shipping industry.

  • And now three people familiar with the matter said they expect Total Energies to benefit from the decision, too.