President Biden’s proposed $2.3 trillion infrastructure plan may provide real assets investors with opportunities in energy, transportation and logistics sectors from shifts in geographic footprints of future supply chains, according to a recent report from BlackRock Real Assets.
The plan is seeking to strengthen domestic manufacturing, calling for investments in areas such as clean energy product manufacturing, electric vehicle production, supply chain resilience, roads, bridges and rail improvements.
Although previous U.S. federal infrastructure policy proposals have often failed to materialize, BlackRock believes the passage of a plan, even in a reduced form, is likely to come to fruition this year. This will introduce new risks and opportunities for investors and define U.S. infrastructure policy agenda for the decade ahead.
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