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The old investment playbook relied on ultra-low yields, traditional public 60/40 portfolios, and central banks stepping in as backstops. We’re now in a world where real rates are meaningfully positive, inflation is slower to recede, and economic resilience is keeping policy tighter for longer.
by Mike Zawadzki, Global Chief Investment Officer, Blackstone Credit and Insurance
Vice President, Private Wealth Solutions
Associate, Private Wealth Solutions
Investment Strategy
Investment Strategy
Investment Strategy
Investment Strategy
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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.
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