저자: LarryFink · 외국인
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래리 핑크는 블록체인 기반 증권 토큰화가 실현되면 모든 주식·채권의 실소유자를 즉시 식별할 수 있고, 개인부터 기관까지 모든 수익적 소유자가 의결권을 가져 의결권이 민주화될 수 있다고 주장한다. BlackRock이 이 방향을 주도하고 있다고 밝힌다. 2023년 전망으로는 장기 투자자에게 기회가 큰 해가 될 것이라고 본다. 마이너스 금리 시기에는 투자자들이 위험을 높여야 했으나, 2년물 국채가 약 4.25%, 하이일드 금리가 약 8% 수준인 지금은 포트폴리오 재편과 채권 재배분이 나타날 것으로 본다. 연금기금은 20년 전 60~70%를 채권에 배분했으나 2018년 무렵에는 채권을 보유하기 어려워 비유동성 자산을 늘려야 했다고 설명하며, 채권으로의 재배분 기회가 늘어날 것이라고 본다. 금리가 0에 가까울 때는 고성장주를 사는 것이 부담이 적었지만, 단기금리가 5% 수준이면 성장 프리미엄에 큰 대가를 치르게 되므로 2022년에 이미 조정이 일어났다고 평가한다. 인프라 투자는 비유동성과 높은 쿠폰의 조합으로 주목받고 있으며, 배당주 비중도 늘어날 시기라고 본다. BlackRock은 시장 상승·하락과 무관하게 자산을 끌어들이는 힘이 강하다고 강조한다. 지난해 4,000억 달러의 순유입이 있었고 이 중 2,300억 달러가 미국에서 들어왔으며, 최근 몇 년간 약 1.7조 달러가 유입됐다고 밝힌다.
다듬은 글
this is one of the reasons why I'm focusing on the whole idea of blockchain for Securities I look forward to the day when we can tokenize stocks and bonds that every stock and every Bond we could identify immediately who is the beneficial owner and this is why we're working on it at every beneficial owner from an individual to an institution have the ability to vote to democratize every single vote and that's where we want to take this and and we're leading that effort thank you welcome back everybody that was Larry Fink discussing the tokenization of everything now if you don't know who Larry Finke is Larry think it is important for investors as he's an American billionaire businessman he's the chairman and CEO of BlackRock an American multinational Investment Management Corporation BlackRock is the largest money management firm in the world with more than 10 trillion dollars in assets under management giving the firm enormous power over the Global Financial system now Larry Fink is a highly respected and accomplished businessman who has made a significant impact in the financial industry he's the founder and chairman and chief executive officer of BlackRock a major player in the global financial markets offering a wide range of investment products and services to his clients mink has been at the helm of BlackRock since its Inception in 1988 and has played a key role in its growth and success under his leadership the company has become one of the most respected and influential players in the investment management industry he has a deep understanding of the global economy and the financial markets and is known for his ability to identify as and capitalize on new opportunities in addition to his work at BlackRock Fink is also a member of the board of directors of the Council of Foreign Relations he's widely recognized as an expert on global economic and financial issues and is frequently sought after for his insights and opinions by media outlets and policy makers he's also a freaking speaker at Major Financial conferences and events throughout his career Finke has received numerous Awards and honors for his leadership and contributions to the financial industry he has been recognized for his business Acumen his philanthropic efforts and his commitment to corporate responsibility he's also actively involved in several charitable organizations and is known for his generosity and support for various social and educational causes overall Larry fig is a highly accomplished and respected businessman who has made a significant impact in the financial industry now in this interview on CNBC he discusses the tokenization and really the Outlook in 2023 and where all this is going guys if that sounds interesting to you hit the like button hit that subscribe button hit the notification Bell to get all the latest updates enjoy you know speaking of the new year I was looking at your uh your sort of memo to colleagues where you talked about the current operating environment being unlike anything we've seen in decades you talk about 2022 being a year of huge transition how do you see this year shaping up Larry more of the same or you know are your expectations perhaps a bit different than what we've seen last year well from the perspective of long-term investors I see 2023 to be enormously opportunistic um actually maybe the hardest years for investing for the long term where the last few years because of negative interest rates uh investors worldwide had to take on more and more risk to achieve their liabilities actually now having uh you know two-year treasury is going to be close you know at four and a quarter uh credits at five high yield at eight percent we're going to see a whole restructuring and a rebalancing of how portfolios were constructed just a few years ago and you're going to see now once again more Bond investing within the con within the confines of pension fund investing in that in 20 years ago most Pension funds had 60 70 percent in bonds because they were able to retrieve their their role and their goals that they were trying to achieve by 2018 they could not own bonds they had to put on more and more illiquidity and so in reality we're going to be seeing more and more opportunities of the of rebalancing back into bonds and as you talk about a lot about growth Equity when interest rates are near zero you could you have the ability to buy high growth stock uh because you're not losing any money when if short rates go up to five percent you're paying a big premium for that type of perceived growth and that's a recalibration what that we saw in 2022 and now we're living in an area where you're going to be able to invest differently in addition we are seeing more and more investors looking at infrastructure where you're going to have a combination of some illiquidity but you're gonna have high coupon I think this is going to be a period of time with more dividend stocks again as a play so I look at this as more opportunistic and probably the most important thing of our announcement today in terms of earnings has been uh BlackRock is winning more share a wallet than any firm in the world in good markets when markets are going down or in banned markets or good markets when markets are going up and bad markets are going down yeah uh and this past year we had 400 billion dollars of net inflows and long-term assets of which 230 billion came from the United States and so we have now raised you know raised about a 1.7 trillion dollars over the last few years uh from from investors awarding Us in good times and bad times because of the guidance we're giving and also our performance and our fiduciary standard
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