BY CLICKING ON “I AGREE”, I DECLARE I AM A WHOLESALE CLIENT AS DEFINED IN THE CORPORATIONS ACT 2001.
What is a Wholesale Client?
A person or entity is a “wholesale client” if they satisfy the requirements of section 761G of the Corporations Act.
This commonly includes a person or entity:
Real assets have the potential to protect against inflation
With inflation risk rising, real assets may help investors protect against a decline in purchasing power. Infrastructure may likewise serve as a hedge against inflation.
China can no longer be ignored by U.S. investors
As China continues its emergence as an economic superpower, it claims its spot next to the U.S. as one of the top two global technology centers. For investors wanting to remain exposed to new technologies and post pandemic growth, we believe Chinese assets are rapidly becoming a must-have element in diversified portfolios going forward.
Technology investments differentiate winners across sectors
Technology investments were a key determiner of how companies weathered the pandemic disruption. In our view, companies that continue to spend on technology over the next several years may be better positioned to outperform and the companies providing technology services have the potential to see massive expansion.
A year and a half after the start of the pandemic, liquidity remains elevated, corporate margins are at all-time highs and the job market is going through one of its strongest periods ever. However, supply chain disruptions, rising energy costs and looming inflation risks concern many. To make sense to how investors should be incorporating these themes and many more into their portfolios, BlackRock brought together two legendary investors, to reflect on today's markets from a historical perspective and the opportunities going forward.
There are two critical players in the net-zero transition
The six largest American banks have already contributed more than USD$4 trillion to help accelerate the transition to net-zero. It will take a similar amount annually to meet global emissions goals by 2050, and the private sector, alongside the public sector, will need to help fill funding gaps to drive this transformation.
New technologies will enable climate breakthroughs
The innovations in new green technologies will drive economic activity and growth on par with the Industrial Revolution. Companies that develop commercially scaled battery storage, green hydrogen, direct air capture or other technologies will lead the way.
Traditional energy companies will play an important role
Traditional energy companies have committed big portions of their large R&D budgets to develop clean energy and carbon capture technologies. To hit ambitious emissions targets, investors will need to support these companies as they help drive the revolution to a sustainable and clean energy future.
The race to achieve a net-zero economy is gaining traction around the globe. Already, countries responsible for over half of global GDP have committed to net-zero emissions by 2050, including the U.S., the E.U. and Japan. Reaching net-zero goals will require significant partnerships from individuals and institutions. We spoke to John Kerry and two BlackRock investing professionals about the role of governments, corporations and investors in accelerating the transition to a green economy.