The biggest asset manager in the world has narrowed down three primary themes that will drive and impact thematic markets this year, which were all about resilience.
For BlackRock, supply chain resistance, climate resilience and macro resilience were three areas of growth it said would to be supported by regulation, societal changes and economics, plus the growing global push towards achieving net zero targets. Supply chain resilience has been a continuous market topic since the outbreak of Covid-19 and the following global shutdown revealed the overreliance on certain areas for specific assets and domestic goods. Treasury sets out plans to regulate crypto This was exacerbated by the war in Ukraine, which amplified issues with consumer supply c...
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