David Stubs Managing Director and Investment Strategy Lead, Blackstone Private Wealth Solutions, joins Anastasia Amoroso on Beyond 60/40 to share Blackstone's optimism for 2025, expecting solid earnings growth, hiring, and disinflation in their portfolio companies. They are investing in long-term trends like data centers, digital technologies, and the energy transition. In private equity, they foresee gradual improvement in exits and M&A activity, emphasizing portfolio diversification. They also view private credit, infrastructure, and real estate as key components of a diversified private asset portfolio, urging investors to conduct thorough due diligence.
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