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BlackRock: War Accelerates Thematic Equity Investing

Primul articol: 30 mar. 2026, 11:54 | Ultima actualizare: 30 mar. 2026, 11:54 | 1 sursa | 1 articol
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Helen Li of BlackRock suggests that the current war is acting as a catalyst for thematic equity investing. The conflict is reshaping industries and creating new investment opportunities within specific themes. Investors are increasingly focusing on companies and sectors that are directly impacted or benefit from the war's consequences, such as defense, cybersecurity, and energy.

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BlackRock's Li Says War Catapults Thematic Equity Approach Foto: Bloomberg
Bloomberg English 30 mar. 2026, 11:54 (acum 2 ore)

BlackRock's Li Says War Catapults Thematic Equity Approach

Wei Li, global chief investment strategist at BlackRock, discusses her neutral stance on the overall direction of equities and how the conflict in the Middle East is prompting a thematic approach. (Source: Bloomberg)

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