![](https://www.blackstone.com/wp-content/uploads/sites/2/2024/08/JZ-profile_image.jpg?w=1024)
What to Expect When You Are Expecting
by Joe Zidle, Chief Investment Strategist, Private Wealth Solutions
We knew we would eventually reach normalization, allowing traditional economic indicators to regain their predictive power. Growth has slowed from its rapid pace last year, and some cracks are beginning to appear.
Private Credit: From Mid-Market to Real Economy Financier
by Gilles Dellaert, Global Head of Blackstone Credit & Insurance (BXCI)
With contribution from Sarah Husband, Principal, BXCI
A powerful shift is underway in credit markets as private lenders partner with banks to finance real economy assets. This long-term secular trend has helped private credit markets expand rapidly, but we believe that we’re still in its early innings.
![](https://www.blackstone.com/wp-content/uploads/sites/2/2021/02/Dellaert-Gilles.jpg?w=1024)
Through the Private Market Lens
Blackstone’s global portfolio spans more than 230 companies employing over 700,000 people. Each quarter, led by Prakash Melwani, CIO of Corporate Private Equity, we survey a sample of these companies’ CEOs on the current business environment and what they see on the horizon. Explore a few key findings from our Q2 2024 survey of 92 Blackstone portfolio company CEOs (59 US CEOs).
Read the full brochure
![](https://www.blackstone.com/wp-content/uploads/sites/2/2024/08/The-Connection-Summer-2024-cover-thumbnail_Page_01.jpg?w=791)
Authors
Joe Zidle
Chief Investment Strategist, Private Wealth Solutions
David Stubbs
Managing Director, Private Wealth Solutions
Anders Nielsen
Managing Director, Private Wealth Solutions
Kristin Roesch
Vice President, Private Wealth Solutions
Anav Bagla
Analyst, Private Wealth Solutions
Important Disclosure Information
The views expressed in this commentary are the personal views of the authors and do not necessarily reflect the views of Blackstone. The views expressed reflect the current views of the authors as of the date hereof, and neither the authors nor Blackstone undertake any responsibility to advise you of any changes in the views expressed herein.
Blackstone and others associated with it may have positions in and effect transactions in securities of companies mentioned or indirectly referenced in this commentary and may also perform or seek to perform services for those companies. Blackstone and others associated with it may also offer strategies to third parties for compensation within those asset classes mentioned or described in this commentary. Investment concepts mentioned in this commentary may be unsuitable for investors depending on their specific investment objectives and financial position.
Tax considerations, margin requirements, commissions and other transaction costs may significantly affect the economic consequences of any transaction concepts referenced in this commentary and should be reviewed carefully with one’s investment and tax advisors. All information in this commentary is believed to be reliable as of the date on which this commentary was issued, and has been obtained from public sources believed to be reliable. No representation or warranty, either express or implied, is provided in relation to the accuracy or completeness of the information contained herein.
This commentary does not constitute an offer to sell any securities or the solicitation of an offer to purchase any securities. This commentary discusses broad market, industry or sector trends, or other general economic, market or political conditions and has not been provided in a fiduciary capacity under ERISA and should not be construed as research, investment advice, or any investment recommendation. Past performance does not predict future returns.