Market Views

Jas Khaira on Digital Infrastructure

Jas Khaira, Senior Managing Director in Blackstone Tactical Opportunities, discusses what is driving digital infrastructure today and the key trends of tomorrow.

Tactical Opportunities, Blackstone’s opportunistic investment platform, leverages the scale and breadth of our global business to identify emerging trends across industries and invest capital.

In a recent webinar, Senior Managing Director Jas Khaira spoke with Principal Tina Raja about the current state of digital infrastructure and where he sees new opportunities. Digital Infrastructure – which provides mobile connectivity and cloud-based computation for the businesses driving today’s economy – has long been an area of focus for Tac Opps, with COVID-19 accelerating the trend.

Watch the video to learn more about Khaira’s thoughts on which assets are crowded and which still present compelling opportunities.

Learn more about Jas’ outlook on how specific technologies are experiencing a critical inflection in growth in his recent essay with Joe Zidle, Blackstone’s Chief Investment Strategist.

The views expressed in this commentary are the personal views of Jas Khaira and do not necessarily reflect the views of The Blackstone Group Inc. (together with its affiliates, “Blackstone”). The views expressed reflect the current views of Jas Khaira as of the date hereof, and none of Jas Khaira nor Blackstone undertake any responsibility to advise you of any changes in the views expressed herein.

Blackstone and others associated with it may have positions in and effect transactions in securities of companies mentioned or indirectly referenced in this commentary and may also perform or seek to perform services for those companies. Blackstone and others associated with it may also offer strategies to third parties for compensation within those asset classes mentioned or described in this commentary. Investment concepts mentioned in this commentary may be unsuitable for investors depending on their specific investment objectives and financial position.

Tax considerations, margin requirements, commissions and other transaction costs may significantly affect the economic consequences of any transaction concepts referenced in this commentary and should be reviewed carefully with one’s investment and tax advisors. All information in this commentary is believed to be reliable as of the date on which this commentary was issued and has been obtained from public sources believed to be reliable. No representation or warranty, either express or implied, is provided in relation to the accuracy or completeness of the information contained herein. This commentary does not constitute an offer to sell any securities or the solicitation of an offer to purchase any securities. This commentary discusses broad market, industry or sector trends, or other general economic, market or political conditions and has not been provided in a fiduciary capacity under ERISA and should not be construed as research, investment advice, or any investment recommendation. Past performance is not necessarily indicative of future performance.