BlackRock global chief investment strategist Wei Le says investment portfolios need to reflect changes in the macroeconomic environment. “We’re now in an environment shaped by supply constraints coming from an ageing population, labour shortages coming from the low carbon transition and also coming from geopolitical fragmentation,” she says.
She describes the old macroeconomic regime as one that began in the 1980s and ended before the pandemic. “It was a period with reasonably predictable markets and macro volatility and that was possible because that was also a period of steadily increasing production capacity,” she says. The current macro environment is more uncertain and volatile and central bankers face tougher trade-offs, she adds.
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