Market Views

Spotting Trends Early: Blackstone’s Inflation Call

We believe successful investing requires identifying trends early and adapting quickly to deliver compelling returns. Blackstone President and COO Jon Gray discusses how we anticipated and positioned our portfolio for a persistent, pervasive inflationary environment.

Many experts saw rising inflation as transitory in 2021. We had a decidedly different view — that it would be more pervasive and persistent than expected. 

That is why we focused our investments on areas that were better positioned for this type of market, such as floating-rate debt, hard assets — real estate and infrastructure— with strong fundamentals, and companies with the potential for fast-growing revenues that could outpace rising costs. 

Watch the video to hear from Blackstone President and COO Jon Gray about the firm’s early insights on inflation and sector selection in a rapidly changing environment.

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