FINALLY unveils its strategy for 2025!
And surprise, the giant changes his plan...đđ§”
The investment strategy? Overweight US stocks. BlackRock sees the US as the big winners of this transformation, particularly thanks to its lead in AI.
An advance that extends well beyond tech.
AI will require COLOSSAL investments: $700 billion by 2030 just for infrastructure (data centers, chips, electrical networks).
That's 2% of US GDP.
A massive opportunity for investors.
But problem...đ
Trump's return is worrying: BlackRock predicts a major intensification of US-China trade tensions.
Tariffs and technological decoupling will accelerate, impacting all global supply chains.
China is losing its appeal: despite attractive valuations, BlackRock remains cautious.
The country's structural challenges and the threat of new US sanctions pose too many risks.
So, a revolution in portfolio constructionđ
Exit the famous 60/40 stocks/bonds.
BlackRock recommends being more dynamic and focusing on themes rather than traditional asset classes.
And surprise...
BlackRock recommends Bitcoin as a new diversification tool!
The asset management giant sees crypto as an asset uncorrelated with traditional markets, capable of protecting portfolios in this new era.
A radical change of position.
Another surpriseđ
Japan emerges as a rare opportunity: corporate reforms and the return of inflation create an ideal environment for Japanese stocks.
A first in 30 years.
Clearly, this is a report that somewhat shakes up the codes of traditional investment.
If this thread has enlightened you on the upcoming transformations, RT & LIKE!
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