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U.S. capital raising is poised for a notable rebound, according to Apollo Global Management CEO Marc Rowan, as the country rides the wave of an emerging “industrial renaissance.” In a period marked by a sharp increase in economic initiatives tied to manufacturing, infrastructure, and clean energy, sectors that had lagged behind until recently are seeing significant momentum. Rowan claims that this renewed manufacturing and industrial focus in the U.S. is leading to an improved environment for fundraising. His sentiment echoes widely among private equity players and institutional investors betting on long-term opportunities arising from these trends.
The concept of an “industrial renaissance” centers on the resurgence of U.S. manufacturing and investments in key sectors like semiconductors, battery production, and clean energy—especially as the government has rolled out initiatives like the Inflation Reduction Act and the CHIPS & Science Act in recent years. These legislative actions have spurred industry leaders, private companies, and government entities to channel billions of dollars toward developing domestic manufacturing capacity. Rowan and other executives see these developments as foundational elements in driving capital inflow, not only from established financial institutions but also from global players positioning themselves within emerging industry supply chains.
Oaktree Capital Co-Chairman Howard Marks, supporting the outlook with a broader market perspective, notes that global investors have become increasingly attracted to the U.S. due to its leadership in these industrial-focused initiatives. With both technology-focused and traditional industrial companies embarking on large projects, new fundraising potential could reverse the slowdown seen in 2022, when tightening monetary policies and high inflation had weighed heavily on capital markets. Marks views this “industrial renaissance” as critical, not only in rejuvenating existing infrastructure but also in catalyzing future growth, fostering a stronger investment climate. As a result, U.S. private equity firms are likely to benefit substantially from this renewed wave of capital raising.
More broadly, the industrial sector’s lift could spark stronger stock performance in industries involved, such as those found in the Industrial Select Sector SPDR ETF ($XLI), which tracks companies considered to benefit from the rise of manufacturing and infrastructure projects. Another potential beneficiary is Apollo Global ($APO), one of the top private equity players expected to ride the wave of revived fundraising. Investors looking for diversified exposure to these transformations may find opportunities in sectors encompassing manufacturing, logistics, construction, and financial services, all of which are intrinsically linked to the narrative of U.S. economic growth through industrial resurgence.
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