一位在全球私募市场拥有数十年经验的老将表示，在当前环境下，能够解决问题并与国家利益相一致的投资最具吸引力。
Investments that solve problems and align with national interests are some of the most appealing in the current environment, according to a multi-decade veteran of global private markets.
总部位于阿布扎比的投资公司BlueFive Capital的创始人兼首席执行官Hazem Ben-Gacem表示，中东的聪明资金正聚焦于政府和战略优先事项，并在这些领域寻找解决方案，因为“这正是那些主权集团所寻求的，而且为此资金是现成的”。
Smart money in the Middle East is focused on government and strategic priorities, as well as finding solutions in those areas, because "that actually is exactly what those sovereign groups are looking for, and for that capital is available," according to Hazem Ben-Gacem, founder and CEO of Abu Dhabi-based investment firm BlueFive Capital.
Ben-Gacem在新加坡举行的SuperReturn Asia会议上对CNBC表示：“我的建议是：不要选择基金，要选择解决方案，以及你如何能在这些国家优先事项——粮食安全、国防和基础设施——的解决方案中发挥非常重要的作用。”他补充说，自动化和机器人技术也是关键领域。
"My recommendation is: don't go with a fund, go with a solution, and how you can play a very important part in that solution with these national priorities – food security, defense and infrastructure," Ben-Gacem told CNBC at the SuperReturn Asia conference in Singapore. He added that automation and robotics were also key areas.
BlueFive于2024年11月成立，截至6月30日管理资产达150亿美元。本月早些时候，该公司从保时捷手中完成了对超级跑车制造商布加迪锐马克30%股份的收购。7月，它联合领投了中国AI视频生成公司可灵AI的一轮融资，该轮融资对可灵的估值为180亿美元。
BlueFive, which launched in November 2024 and had $15 billion in assets under management as of June 30, earlier this month closed a deal for a 30% stake in supercar producer Bugatti Rimac from Porsche. In July it co-led a funding round for Kling AI, a China-based AI video generation company, which valued Kling at $18 billion.
Ben-Gacem还表示，随着投资者寻找投资领域，地缘政治正日益成为一个至关重要的考虑因素。
Ben-Gacem also said that geopolitics is increasingly becoming a vital factor to consider as investors look for areas to put their money.
他说：“如今，地缘政治可能越来越多地成为影响你回报的更大变量，尤其是在我们所涉及的世界部分地区：中东、欧洲、亚洲、中国。”“地缘政治的现状使得你在应用场景中可能做出的每一个假设都很可能瓦解。”选择CNBC作为你在谷歌上的首选来源，绝不要错过这家最值得信赖的商业新闻媒体任何一个精彩瞬间。
"More and more today, geopolitics is probably a bigger variable in your returns, particularly in the parts of the world which we're dealing with: Middle East, Europe, Asia, China," he said. "The geopolitics are such that every single assumption you can have in the use case can very much fall apart."