Blackstone accelerates German investments in AI, logistics and renewables
Blackstone, the world’s largest private-equity house, has signalled it will accelerate deal-making in Germany, naming artificial-intelligence infrastructure, logistics real estate and renewable-energy finance as the three sectors it now considers “irresistible.” Speaking to the *Handelsblatt* on Tuesday, Jonathan Gray, Blackstone’s president and chief operating officer, said the firm had already committed €12bn to German assets this year and was “looking for more.” “Germany has the engineering talent, the regulatory clarity and the capital markets depth to lead the next wave of industrial transformation,” Gray said, adding that Anthropic’s recent €3bn data-centre partnership with German chipmaker Infineon had convinced him the country could become Europe’s AI backbone .
The pledge comes as Europe’s largest economy shows tentative signs of recovery: industrial production rose 1.2 % month-on-month in April, while exports climbed 2.4 % to €154bn, the Federal Statistical Office reported on Friday. Yet Gray’s optimism contrasts with the caution of Europe’s asset-management industry, where Schroders’ decision to sell its US wealth-management arm to Nuveen for $2.7bn has exposed the “middle-market squeeze,” according to Schroders chief executive Richard Oldfield. “Firms that are neither global scale nor niche specialists are struggling to justify fees,” Oldfield told the *Handelsblatt* .
The financial sector’s split personality is also visible in energy finance. Despite pledges to decarbonise, the world’s 65 largest banks channelled $900bn into oil, gas and coal in 2025, with twelve lenders accounting for 40 % of the total, according to a study published by the Austrian daily *Der Standard* on Monday. Deutsche Bank remains the notable exception in Europe, continuing to finance fossil-fuel projects while rivals retreat .
Elsewhere, deal flow is accelerating. UK pharmacy chain Boots is in exclusive talks with Australia’s Sigma Healthcare and the Weston family to sell the 180-year-old retailer for up to $10bn, the *Financial Times* reported on Monday, scuttling plans for a London float . In biotech, GSK agreed to pay $10.6bn for US cancer specialist Nuvalent, its largest acquisition since Luke Miels became chief executive in January, the company confirmed on Monday . Meanwhile, US software firm NinjaOne raised $400m in a funding round that values it at more than $12bn, underscoring the continued appetite for enterprise-AI plays .
Against this backdrop, German policymakers are pushing a new state-backed retirement savings depot that will allow savers to hold stocks and bonds in a single tax-efficient wrapper, the *Frankfurter Allgemeine* reported in its Tuesday podcast. The plan, due to launch in 2027, aims to reverse decades of German scepticism toward capital markets.
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