Breakingviews - Trump's Investment Contributions Only Slightly Alleviate UK Pessimism
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 18 2025
0mins
Should l Buy BX?
Source: Reuters
Trump's Visit and Investment Pledges: During Donald Trump's visit to the UK, major American companies like Microsoft and Blackstone announced a combined investment of £150 billion ($204 billion) over the coming years, although this is not enough to significantly reverse the decline in foreign direct investment (FDI) in the UK since 2016.
UK's Economic Challenges: The UK is facing a stagnant growth forecast of 1.2% for the year, with FDI flows dropping to just £1.3 billion in 2023, raising concerns about the country's investment climate and prompting UK Prime Minister Keir Starmer to seek increased foreign investment to stimulate growth.
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Analyst Views on BX
Wall Street analysts forecast BX stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for BX is 176.60 USD with a low forecast of 166.00 USD and a high forecast of 205.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
12 Analyst Rating
5 Buy
7 Hold
0 Sell
Moderate Buy
Current: 129.690
Low
166.00
Averages
176.60
High
205.00
Current: 129.690
Low
166.00
Averages
176.60
High
205.00
About BX
Blackstone Inc. is an alternative asset manager. Its asset management includes global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries, and hedge funds. Its Real Estate segment comprises its management of opportunistic real estate funds, Core+ real estate funds, and real estate debt strategies. Its Private Equity segment includes its management of flagship Corporate Private Equity funds, sector and geographically focused Corporate Private Equity funds, core private equity funds, an investment platform, and others. Its Credit & Insurance segment consists of Blackstone Credit & Insurance, which is organized into three overarching strategies: private corporate credit, liquid corporate credit and infrastructure and asset-based credit. Its Multi-Asset Investing segment is organized into four investment platforms: Absolute Return, Multi-Strategy, Total Portfolio Management, and Public Real Assets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Board Nomination Rights: This deal grants Blackstone the right to nominate an executive director, enhancing its influence over Federal Bank and aiding in strategic decision-making and business development.
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- Market Surge: Following the election results, Japanese stocks reached a record high, with the yen strengthening to 156.88 per dollar, reflecting renewed investor confidence and indicating positive market expectations regarding Takaichi's policies.
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- AI Factory Expansion: The financing will support the expansion of Firmus' artificial intelligence factory platform, leveraging Nvidia chips, which is expected to enhance its market position in the AI sector across multiple Australian sites.
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- Declining Private Equity Deal Volumes: Morgan Stanley noted that technology services deal volumes account for nearly 21% of overall private equity activity, with TPG, Carlyle, and KKR slightly above this level, indicating weakened market confidence in software-related investments.
- Rising Loan Risks: Software borrowers are shouldering an average debt-to-EBITDA ratio of 7.4 times, significantly higher than the 5.9 times average across a $1 trillion loan pool studied by KBRA, highlighting the private credit market's heavy reliance on the software sector and its associated risks.
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See More
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