PORTFOLIO REDESIGN IN A GLOBAL RECOVERY

Explore three articles to help position portfolios in the current environment and beyond

As the global economy rebounds from the Covid-19 pandemic and vaccinations roll out, investors may want to rethink their portfolios. Trends accelerated by the pandemic such as a shift to online retail and the growth of sustainable investing are likely to persist, which has important implications for portfolio construction. Investors may also need to make meaningful portfolio adjustments to navigate key turning points in the market. This three-part series examines how investors can potentially consider three investment themes for 2021 identified by the BlackRock Investment Institute: the new nominal, globalization rewired, and turbocharged transformations.