U.S. 'industrial renaissance' is fueling a rebound in fundraising, Apollo CEO Marc Rowan says
Published On Nov 20, 2024, 12:32 AM
The article discusses the strong demand for capital in the U.S. driven by government spending, particularly in the infrastructure and semiconductor sectors. Leaders from major financial firms, including Apollo Global Management and Blackstone, noted that this 'industrial renaissance' is fueling fundraising activities. They expect increased capital raising and M&A activity, especially in sectors like energy and digital infrastructure. The article highlights how U.S. industrial policies and foreign direct investment are contributing to this trend while noting the economic recovery and normalization following recent slowdowns due to external factors.
Stock Forecasts
XLI
Positive
The increased demand for capital in the U.S. industrial sector indicates a positive trend for companies involved in infrastructure, energy, and technology. Investment in these areas is likely to grow, attracting significant foreign and domestic investment. Companies enhancing their positions in these industries could see substantial market growth.
DLR
Positive
As the data center and digital infrastructure markets expand, firms like Digital Realty Trust are well-positioned to benefit from increasing capital allocation and investment. This trend suggests a positive outlook for stocks within the data center and telecommunication sectors due to rising AI and digital needs.
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