BeBeez Trading Floor roundup with eToro support about the performances of private capital firms listed on global exchanges.
Paris-listed Wendel (+8.6%) sold Stahl, a producer of special coatings for flexible materials, to German chemical giant Henkel and fetched 1.2 billion euros, including previously paid dividends worth 427 million, 6.6X the amount invested in 2006 or a 15% annual IRR (press release).
The Fed and the ECB sent signals of stability in their respective monetary policies to the markets, although growth in the United States remains at sustained levels.
However, markets now perceive the disruption risk that artificial intelligence could have on the software industry and other business models in many sectors. Large Language Models are increasingly capable of developing applications. This could have a devastating impact on prices, margins and the ability of software companies to repay their liabilities that make 30% of private debt funds’ loan portfolios.
Several investors fear that the valuations of many highly successful companies today could evaporate due to AI.
Nyse-listed KKR (-9.7%) and Blue Owl Capital (-8.2%) and the majority of US alternative asset managers have a big exposure to the IT sector.
The 2025 net profits of Nasdaq Stockholm – listed Investor AB, the Wallenberg Family’s holding amounted 157.3 billion crowns (14 billion euros), well above 2024 113.2 billion crowns, and proposed a higher dividend in 2025 (press release and results presentation). The firm invests in complex industrial products that benefit from AI without running the risk of being replaced by it. On the ground of such data, many analysts increased by 12% Invest AB’s target price.
NYSE – listed Brookfield Infrastructure (+5.2%) benefited of its exposure to investments in AI support infrastructure such as data centres and on the generation of energy to power them. In 4Q25, the company also improved by 10% its operative cash flow and announced a 6% increase of 2026 quarterly dividends to 0,455 US Dollars per share (press release).
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