Posted 12/11/2023, 3:42:00 PM
BlackRock: New Investing Landscape Calls for More Active Asset Allocation
- Aging populations, geopolitical fragmentation, and decarbonization are causing massive structural shifts in markets
- 40-year bull markets in stocks and bonds aren't coming back post-pandemic
- Heightened volatility and return dispersion rewards more frequent portfolio changes
- BlackRock is shifting asset allocation more dynamically, favoring areas like Indian/Mexican markets
- We're in a new investing regime amid higher rates and volatility - set-and-forget approaches won't work