BlackRock Says ‘New Regime’ Calls for More Active Management

  • World’s largest asset manager benefited from index boom
  • Firm says ‘mega forces’ keeping rates above pre-Covid levels

The BlackRock headquarters in New York.

Photographer: Angus Mordant/Bloomberg
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BlackRock Inc., which capitalized on a decade-long boom in index investing, said investors should rely more heavily on actively managed strategies.

Higher interest rates, persistent inflation and more geopolitical risk offer active managers and hedge funds a bigger opportunity to beat simple buy-and-hold portfolios, BlackRock analysts wrote Tuesday in a paper that referred to the environment as a “new regime.”