Summary: Increasingly, investors are looking to mitigate risk and capture opportunities associated with the transition to a low-carbon economy. The transition to a low-carbon economy is driving an economic transformation spurred by government policy, technological innovation, and consumer preferences. This shift comes at a time when rising consumer demand for food, energy and materials continue to strain resources
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
We believe the transition to a low-carbon economy is among a handful of major structural shifts that we see rewiring economies, sectors and businesses. A major capital reallocation is expected with investment growing rapidly in some areas. Solutions and investment are also needed in agriculture as the need for nutrition rises with per capita GDP in large emerging markets.1 This greater demand will have to be satisfied with less availability of resources; worldwide, land area dedicated to agriculture has not increased in the last 20 years.1 To produce more with less, productivity improvements need to be significant.There is no guarantee that any forecasts made will come to pass. All amounts given in US Dollar.
Megatrends are broad drivers of global change, identifying more focused themes which tap into one or more megatrends allows you to invest in these potential opportunities. When looking to invest into these trends, for climate change and resource scarcity, you could focus on a low-carbon transition with a theme that may benefit from this shift such as renewable or clean energy. To focus on resource scarcity, a theme focused on agriculture and farming can provide exposure. Alternatively, a broader more holistic theme may appeal to you, such as one focused on building and managing the cities of the future.© 2023 BlackRock, Inc. All Rights reserved. BLACKROCK, BLACKROCK SOLUTIONS and iSHARES are trademarks of BlackRock, Inc. or its subsidiaries in the United States and elsewhere. All other trademarks are those of their respective owners.
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Commodity Strategy
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Chief Investment Strategist
Quarterly Outlook
Head of Fixed Income Strategy
Quarterly Outlook
Head of Commodity Strategy
Disclaimer
The Saxo Bank Group entities each provide execution-only service and access to Analysis permitting a person to view and/or use content available on or via the website. This content is not intended to and does not change or expand on the execution-only service. Such access and use are at all times subject to (i) The Terms of Use; (ii) Full Disclaimer; (iii) The Risk Warning; (iv) the Rules of Engagement and (v) Notices applying to Saxo News & Research and/or its content in addition (where relevant) to the terms governing the use of hyperlinks on the website of a member of the Saxo Bank Group by which access to Saxo News & Research is gained. Such content is therefore provided as no more than information. In particular no advice is intended to be provided or to be relied on as provided nor endorsed by any Saxo Bank Group entity; nor is it to be construed as solicitation or an incentive provided to subscribe for or sell or purchase any financial instrument. All trading or investments you make must be pursuant to your own unprompted and informed self-directed decision. As such no Saxo Bank Group entity will have or be liable for any losses that you may sustain as a result of any investment decision made in reliance on information which is available on Saxo News & Research or as a result of the use of the Saxo News & Research. Orders given and trades effected are deemed intended to be given or effected for the account of the customer with the Saxo Bank Group entity operating in the jurisdiction in which the customer resides and/or with whom the customer opened and maintains his/her trading account. Saxo News & Research does not contain (and should not be construed as containing) financial, investment, tax or trading advice or advice of any sort offered, recommended or endorsed by Saxo Bank Group and should not be construed as a record of our trading prices, or as an offer, incentive or solicitation for the subscription, sale or purchase in any financial instrument. To the extent that any content is construed as investment research, you must note and accept that the content was not intended to and has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such, would be considered as a marketing communication under relevant laws.
Please read our disclaimers:
- Notification on Non-Independent Investment Research (https://www.home.saxo/legal/niird/notification)
- Full disclaimer (https://www.home.saxo/en-gb/legal/disclaimer/saxo-disclaimer)