Net-zero is forcing investors to reassess portfolios

Investors are constantly updating their views – be it on the likely path of interest rates, company earnings or stock valuations. That list now needs to include the transition towards a decarbonized economy. Blackrock believe the transition has begun but, as with the future path of policy rates, the transition’s path from here is uncertain and evolving. Investors would do well to continually take a view on its progress and likely evolution. It's believed, the faster and more comprehensive it is, the bigger the opportunities could be for companies that are prepared for it and the bigger the risks...