Mideast shock fuels investing themes

About this episode

Christopher Kaminker discusses how the Middle East shock and rising AI-driven power demand are creating long-term investment opportunities.

CAPITAL AT RISK. INVESTMENTS CAN RISE OR FALL IN VALUE. FOR PUBLIC DISTRIBUTION IN THE U.S., CANADA, LATIN AMERICA, SELECT COUNTRIES IN EUROPE (SEE THE FULL DISCLAIMER), ISRAEL, SOUTH AFRICA, HONG KONG, SINGAPORE AND AUSTRALIA. FOR INSTITUTIONAL, PROFESSIONAL, AND QUALIFIED INVESTORS AND CLIENTS IN OTHER PERMITTED COUNTRIES. The Middle East shock and rising AI-driven power demand are reinforcing energy security and supply chain resilience. Christopher Kaminker, Head of Sustainable Investment Research and Analytics at the BlackRock Investment Institute, explains how these forces are unlocking long-term, thematic opportunities. General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing…

People in this episode

Guest: Christopher Kaminker

Topics covered

• energy security
• supply chain resilience
• AI-driven power demand
• thematic investment opportunities
• Middle East shock

Keywords

• Middle East
• energy security
• AI
• investment themes
• supply chain

Mentioned in this episode

Organizations: BlackRock

Places: Middle East, U.S., Canada, Latin America, Europe, Israel, South Africa, Hong Kong, Singapore, Australia

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