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Writer's pictureRachelle Thielman

Optimistic Outlook for Blackstone Investors as US Recession Risks Decline

Blackstone CEO Steve Schwarzman Confident in the Economy’s Strength

Steve Schwarzman, CEO of Blackstone Inc., recently shared positive news for Blackstone investors: he believes the U.S. economy will likely avoid a recession regardless of the upcoming election outcome. According to Schwarzman, both presidential candidates are emphasizing policies that foster economic growth, supporting the strength of the economy.

 

“I don’t see a recession risk because the economy is pretty strong,” Schwarzman stated in Tokyo this week. “Both of the candidates keep mentioning a lot of stimulative policies.”

 

Key Insights for Blackstone Shareholders

As shareholders in Blackstone, this stability in the U.S. economy can provide confidence for continued growth. Blackstone, the world’s largest alternative asset manager with $1.1 trillion in assets under management, is poised to benefit from both low-interest rates and an improving market for deal-making, conditions that are likely to persist regardless of who is elected.

 

In fact, the private equity sector is likely to experience significant opportunities, particularly in Japan. Schwarzman noted that Japan has become a valuable market for Blackstone, with the firm set to introduce at least three new products for Japanese investors in 2025, including a fund tied to infrastructure. Blackstone expects to increase its workforce in Japan and projects $20 billion in real estate and corporate investments over the next three years.

 

Global Opportunities and Strategic Expansion

Blackstone’s strategic expansion in Japan aligns well with its focus on markets that offer favorable investment environments, such as low borrowing costs and undervalued assets. The weak yen, low borrowing costs, and the Japanese government’s encouragement for citizens to invest savings amid rising inflation have made Japan a focal point for Blackstone. The firm has already raised $1.4 billion from individual investors for private equity funds in Japan.

 

What This Means for You as a Shareholder

This international growth, along with Blackstone’s firm positioning in private credit, could boost returns and provide long-term value for shareholders. With global private equity interests expanding into markets like Japan, India, and Australia, your investment benefits from a diversified portfolio that capitalizes on emerging opportunities across different economic landscapes.


With these developments, Blackstone’s leadership remains optimistic about delivering sustained growth for its investors, leveraging low-interest rates and focusing on robust markets worldwide. We’ll continue to monitor these trends and share insights on how they influence your investment.

 


Investment Disclaimer

This blog post is for informational purposes only and does not constitute investment advice. Investing in private equity involves significant risk, including the potential loss of the entire investment. Past performance is not indicative of future results. Always conduct thorough research or consult with a financial advisor before making investment decisions.

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