Storm Uru, LionTrust’s fund manager says that private equity may offer investors looking for sustainable growth amid persistent macro-uncertainty some of their most compelling options.
Storm Uru says that the recent drop in Blackstone Inc. (NYSE BX: APO), and Apollo Global Management Inc. (NYSE APO: APO), private equity giants, offers long-term investors an opportunity to buy at a discounted price.
Uru, in a recent interview, referred to BX, APO, as the standout investments for 2025’s second half, citing their potential structurally, especially with infrastructure, data centres, and computing.
Why does LionTrust have a bullish outlook on Apollo Global?
Apollo is a major player on the alternative investments landscape. It focuses on real estate, retirement services, and credit.
Uru is in favour of owning APO because it plays a pivotal role for capital intensive infrastructure growth. This includes data centres and computing capacity. These sectors are expected to receive massive funding during the next decade.
Uru pointed out that a large amount of funding is required to develop digital infrastructure over the next decade.
Apollo’s combination of permanent capital and asset management gives it stability and scale. This makes it well-positioned for global structural changes.
LionTrust’s fund manager is still bullish about Apollo Global, despite the fact that Apollo Global reported lower-than-expected results for its Q1 fiscal year last month. At the same time, its revenue was also down by 21% year over year.
APO’s shares are not attractive to income investors because they don’t pay dividends.
Storm Uru is bullish about Blackstone Stock.
Blackstone is the largest alternative asset management company in the world. It also makes LionTrust’s list of buys.
Its diverse exposure to private equity, real-estate, infrastructure and credit allows the firm to take advantage of multiple macrotrends, such as the rising demand for private credit and digital infrastructure.
Uru stated that “the long-term structure case for these firms is truly exceptional.” He added that despite recent declines in Blackstone’s share price, the underlying business is still robust. It has strong fundraising abilities and institutional relationships.
Uru thinks BX is crucial in financing the next round of data centers and compute buildouts. These are sectors with multi-year cycles of investment, so Blackstone stocks make sense for investors who have faith in private market growth.
He also recommends that you own Blackstone stock because of its strong financials. The asset manager reported a Q1 profit in April that easily exceeded Street expectations.
BX stocks currently offer a dividend yield of 2.89 %, making them incredibly attractive to those looking for a passive source of income.
The ICD first published this post: Top 2 Private Equity Stocks to Buy for the Second Half of 2025
