Blackstone Tumbled hauv 2022; Nov yog Outlook rau 2023

Feem ntau lwm cov cuab tam zoo li tsuas yog sawv cev rau a sib deev ua si ntawm lub khw lag luam.

Qhov tshwj xeeb zoo li yog rooj plaub nrog Blackstone (BX) - - Tau txais Daim Ntawv Qhia Dawb, lub ntiaj teb coob tshaj lwm yam cuab tam tus thawj tswj, thiab ib tug Tshuag kuv muaj. Nws yog coj los ntawm legendary Chief Executive Stephen Schwarzman.

Blackstone shares tau poob ntau dua 36% xyoo rau hnub tim, deb tshaj li 16% swb rau S&P 500. Thiab xyoo tas los no, thaum S&P 500 nce 29%, Blackstone tau tshaj tawm qhov nce 106%.

Yog li Blackstone tau txav mus rau tib txoj kev raws li kev lag luam Tshuag tab sis ntawm kev nrawm dua ob txoj hauv kev.

Lub tuam txhab kev nqis peev feem ntau yog tsim los ntawm kev ncaj ncees, nyiaj txiag thiab vaj tse. Thiab qhov no tau yog lub xyoo tsis zoo rau tag nrho peb.

Lub S&P Listed Private Equity Index, uas suav nrog Blackstone thiab lwm lub tuam txhab kev ncaj ncees ntiag tug, tau nqis 29% txog rau xyoo no. Qhov no tsis ntsuas kev nqis peev ncaj ncees ncaj qha, tab sis muab tswv yim rau koj.

Thiab FTSE Nareit Tag Nrho Equity REIT Performance index tau poob 22.35%. Qhov ntawd ntsuas kev lag luam pej xeem kev lag luam, thaum Blackstone feem ntau nqis peev hauv vaj tse ntiag tug. Tab sis dua nws muab tswv yim rau koj.

Rau cov peev nyiaj hedge, HFRI Fund Weighted Composite Index poob 4% xyoo-rau-hnub txog rau lub Kaum Ib Hlis.

Blackstone tseem nqis peev hauv credit thiab kev tuav pov hwm.

Inflation, paj laum, Economy

Tag nrho nws cov cuab yeej cuab tam chav kawm tau raug kev txom nyem los ntawm kev npau taws nce nqi, soaring paj paj thiab economic sluggishness.

Meanwhile, Blackstone's dividends tau nce thaum ntxov xyoo piv rau 2021, xav tias vim nws txuas ntxiv muag cov cuab tam ntawm cov nyiaj tau los. Tab sis cov nyiaj faib tau poob qis hauv peb lub hlis twg, nrog cov nyiaj them txhua xyoo rau cov txiaj ntsig ntawm 4.37%.

Yog li ntawd Blackstone mus qhov twg los ntawm no? Muab lub tuam txhab keeb kwm, nws zoo li muaj kev xav tias nws yuav txav mus rau tib qho kev coj ua, tab sis ntxiv thiab nrawm dua.

Ntau tus kws tshaj lij ntseeg tias qhov Federal Reserve yuav tsum tsis txhob nce cov paj laum nyob ib ncig ntawm lub xyoo thiab cov khoom lag luam yuav nce siab hauv cov lus teb. Tab sis muaj tseeb tsis muaj kev lees paub tias yuav tshwm sim tiag tiag.

Morningstar tus kws tshuaj ntsuam Greggory Warren nyiam Blackstone, muab nws qhov nqaim nqaim (kev sib tw kom zoo dua). Nws muab tus nqi ncaj ncees rau cov khoom lag luam ntawm $ 115, piv rau cov lus tsis ntev los no ntawm $ 83.

Blackstone yog 'Pre-eminent'

"Peb xav tias Blackstone yog tus thawj tswj hwm cov cuab yeej cuab tam ua ntej, nrog $ 950.9 nphom hauv tag nrho cov cuab tam raws li kev tswj hwm (AUM) thaum kawg lub Cuaj Hli," nws sau rau hauv cov lus tawm tswv yim.

"Lub tuam txhab tau teev nyob rau hauv txhua ntawm nws plaub ntu kev lag luam."

Qhov ntawd suav nrog kev ncaj ncees ntiag tug, uas suav nrog 24% ntawm tus nqi khwv tau AUM thiab 31% ntawm cov nqi tswj hwm; vaj tse, uas suav nrog 39% thiab 40%; credit & kev tuav pov hwm, uas suav nrog 27% thiab 20%; thiab hedge fund kev daws teeb meem, uas suav nrog 10% thiab 9%.

"Blackstone kuj tau tsim lub hauv paus loj ntawm cov neeg ua haujlwm, suav nrog cov thawj coj hauv tsev, cov kws pab tswv yim, thiab cov kws pab tswv yim," Warren tau hais.

Cov neeg no "muaj ntau xyoo dhau los ntawm kev lag luam kev lag luam thiab tuaj yeem txhim kho lub tuam txhab lossis cov cuab yeej zoo los ntawm kev txiav cov nqi, kev yuav khoom, lossis lwm yam kev tawm tswv yim."

Tau qhov twg los: https://www.thestreet.com/investing/blackstone-tumbled-2022-outlook-2023?puc=yahoo&cm_ven=YAHOO&yptr=yahoo