Jan 20 2021 4:00PM
2021 Global Outlook – A new investment order
We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate. We see transformations across sustainability, inequality, geopolitics and macro policy. This is reflected in BlackRock’s 2021 investment themes: The new nominal, globalization rewired and turbocharged transformations. The new investment order is still evolving, and investors will need to adapt. Yet the features are becoming clear, and BlackRock believes this calls for a fundamental rethink of portfolio allocations – starting now.
At the end of this session, advisors will understand the transformative impact of the Covid-19 pandemic on global economies, societies, geopolitics, and macro policy and its significant implications for strategic asset allocations.