Market Views

Quarterly Update from Jon Gray: Navigating a Turbulent Market Backdrop

In his quarterly update, President Jon Gray reflects on the firm’s strong performance during a challenging environment and where we see opportunity today.

Rising rates and inflation have driven significant market turmoil in recent months. Above, President Jon Gray explains how Blackstone has continued to deliver for its investors despite this volatility by focusing on “the right sectors for the right environment”—corners of the economy where growth is expected to outpace inflation. Jon cites the firm’s recent investments in global logistics and infrastructure, two areas where we see compelling opportunities to put our capital to work and deliver for our clients, in today’s environment and beyond.