Blackstone: Growth, Fee Resilience, And Market Position

  • Alternatives growth is attracting traditional managers, but Blackstone's experience and brand protects its leadership and market share. Slowing growth and Fed cuts impact segments; credit, real estate, infrastructure should remain resilient amid macro and tariff challenges. Despite industry fee pressures, Blackstone's base fees growth of 10% YoY in Q1 2025, shows strong demand for alternatives investments and fee retention capabilities.