Market Views

Jon Gray on Future Market Trends

Blackstone President Jon Gray discusses his outlook on the market’s recovery and where he sees the greatest investment opportunities in a landscape impacted by the COVID-19 pandemic.

Blackstone President Jon Gray describes the firm’s optimistic outlook on the market’s continued recovery in the wake of the COVID-19 pandemic and how our long-term perspective informs our investment approach. Jon highlights two areas we’re focused on: COVID-affected sectors like entertainment and travel that we believe will rebound as restrictions ease, and trends such as e-commerce and digital content that are expected to persist long beyond the end of the pandemic.

By investing behind these high-conviction themes, we can help build stronger, more resilient businesses in the sectors shaping the modern economy.