Spotting Trends Early: Blackstone’s Inflation Call

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.