Blackstone, KKR & Carlyle To See Better Total Returns Over Next 6-12 Months: CS

The current bull market will continue through YE 2016, implying offensive Alt stocks such as Blackstone Group, KKR & Co and Carlyle Group will provide total return profiles over the next 6-12 months, notes Credit Suisse.

Craig Siegenthaler and team at Credit Suisse in their December 30, 2015 research note titled: “Credit Suisse Alts Tracker” notes that despite lower prices in several markets and segments, industry investing activity has decelerated.

Blackstone to raise ~$12 billion –  aggregate monetization to slow in 4Q15

Siegenthaler et al. note overall capital raising trends are slowing for the alternative asset management group. They reckon Apollo Global Management should be a positive outlier from the fundraising perspective, as the additions from both Delta Lloyd and Mubadala...