BlackRock Clean Energy Race Investment Outlook April 2023

BlackRock Investment Institute analyzes the U.S. and EU policy push for clean energy leadership and the resulting global investment opportunities. The commentary examines how the Inflation Reduction Act and EU Green Deal Industrial Plan are spurring a clean energy race, with implications for transition-linked assets and portfolio positioning. Market backdrop includes stabilizing sentiment on banks, persistent inflation concerns, and emerging opportunities in clean-tech manufacturing.