Blackstone Vice Chair James on Investments in Australia, Economy

The transcript discusses the evolution of investment strategies, focusing on shifts from retail to logistics and residential sectors. It highlights Australia's economic resilience and potential growth, despite challenges like trade tensions and mining dislocation. The conversation also covers global investment trends, emphasizing value creation in private equity and the importance of operational intervention. Finally, it explores opportunities in the financial sector, particularly in non-bank lending, driven by changes in the banking landscape.

In what ways does the speaker believe the Australian economy is unique compared to others?

What strategies does the speaker suggest for creating value in private equity investments?

What is the speaker's perspective on the impact of the Royal Commission into banking misconduct?