Market Views
Update from Jon Gray: Where You Invest Matters
Blackstone President Jon Gray discusses resilience in the economy and the importance of sector selection.
“There are some very positive signs we’re seeing on the ground today.” Blackstone President Jon Gray discusses evidence of the economy’s resilience in the face of tighter monetary policy and slowing inflation. He also comments on market dynamics in private real estate and private credit, as well as the firm’s announcement of a marquee $14 billion investment in Emerson Climate Technologies last year. “Where you invest matters. If you invest in the right sectors, even in a more challenging rate environment, you can have a differentiated outcome.”
