GMBStaff

 12 Dec 23

tl;dr

Investment manager BlackRock expects that shifts in market forces will provide higher-quality opportunities across infrastructure, private equity, and real estate in 2024. Edwin Conway, global head of Equity, Private Markets, at BlackRock anticipates new higher-quality opportunities emerging for inv...

Investment manager BlackRock expects that shifts in market forces will provide higher-quality opportunities across infrastructure, private equity, and real estate in 2024. Edwin Conway, global head of Equity, Private Markets, at BlackRock anticipates new higher-quality opportunities emerging for investors across asset classes in the year ahead. Reconfiguring the global energy system to decarbonize the economy is expected to create long-term private markets investment opportunities in infrastructure development, especially in energy storage, transportation electrification, and alternative fuels for aviation and marine. The BlackRock Investment Institute Transition Scenario projects the adoption of low-carbon energy sources could result in an average $4T per year of capital investment in the global energy system through 2050, up from ~$2T currently. Additionally, the private debt market is expected to continue to grow as a result of structural shifts in public financing, leading to a dispersion of sources from which companies can raise capital. Private equity is anticipated to outperform during times of market volatility, with artificial intelligence advancements creating new investment opportunities. Other possible improvements to the deal landscape include an increase in motivated sellers due to a limited IPO market, stability returning to the debt markets contributing to a more favorable borrowing environment, and an increase in corporate carve-outs generating opportunities for private equity to acquire non-core divisions with proven business models. In real estate investing, the shifting phases of Baby Boomers and Millennials over the next several years are expected to shape the landscape, resulting in increased demand for a variety of retail and hospitality properties, as well as medical office space.

More about BlackRock Inc

BlackRock Inc. is a leading investment management corporation with a market capitalization of $110.79 billion. The stock has shown a strong performance with a 52-week low of $19.88 and a high of $117.36. The current price of $23.31 suggests a potential breakout from the recent support levels. The Relative Strength Index (RSI) of 0.307 indicates a slightly oversold condition, while the Bollinger Bands show a potential for volatility. The company's market sentiment appears bullish, with a positive sentiment score of 0.152. However, it's important to note that past performance is not always indicative of future results, and there may be potential risks and uncertainties associated with the stock's performance.

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