Investment implications of U.S. transition policy

BlackRock
By January 19, 2023 09:55

Investment implications of U.S. transition policy

Assessing the impact of the Inflation Reduction Act and other recent legislation on the transition to a lower-carbon world.

The transition to a lower-carbon economy is a driver of investment risk and return for our clients’ portfolios – so we track it just as we do other drivers, like monetary policy. The U.S. Inflation Reduction Act, passed in August 2022, contains a range of measures to spur the transition. It’s unlikely to be enough, on its own, for the U.S. to meet its climate objectives, but we see it as consistent with our view that the transition is likely to accelerate over time – with bumps along the way.

 

BlackRock
By January 19, 2023 09:55

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