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3 themes shaping markets in 2021

What should investors consider in the new year? The BlackRock Investment Institute shares its investment themes and discusses market drivers like sustainability and inflation in its 2021 Global Outlook.
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A boat sails on calm waters next to a green forest.

Sustainability goes mainstream

BlackRock recently surveyed clients around the world, representing US$25 trillion in assets under management, to understand the shift towards sustainable assets and how the pandemic may affect it. Our findings were clear: The tectonic shift towards sustainable investing is accelerating.
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  • Water causes risks to portfolios

    1 in 4 people globally live in regions at risk of water scarcity – where demand exceeds supply¹. This creates a financial risk that we believe investors are overlooking.
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  • Helping our clients invest sustainably

    Our survey revealed that sustainability considerations are increasingly becoming a central aspect of our clients’ investment approaches. Read our update on our 2020 sustainability progress.
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  • Sustainability is fundamentally reshaping finance

    Climate change is driving a profound reassessment of risk and we anticipate significant reallocation of capital.
    Read Larry Fink's letter to CEOs Read Larry Fink's letter to CEOs
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    Unleash the potential of China bonds

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    China bonds comparatively offer higher yields with muted volatility and have lower correlations to global risk assets.
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    ETF Education hub

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    24-Dec-2019 | By BlackRock
    Learn about ETFs in simplified terms, and how you can use them in your investment portfolio.
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    BGF Global Multi-Asset Income Fund

    The BGF Global Multi-Asset Income fund protects your capital on the downside and rewards you on the upside.

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    BGF Dynamic High Income Fund

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    BGF Asian Tiger Bond Fund invests across the credit spectrum to capture opportunities in Asia and generate long term returns

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