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26th April 2017

BlackRock: Disruption's next target: cars

Key points

  1. Technological disruption is cutting across sectors, with the auto industry a key example. We see risks for traditional car manufacturers.
  2. Centrist Emmanuel Macron became the clear front-runner for French president, reducing perceived European political risk.
  3. Earnings season will be well underway in the U.S. and Europe this week. The yen will be a focus for Japanese earnings.

 

Technological disruption is becoming a key market theme, with its impact most clearly seen in the traditional consumer sector. The auto industry is no exception - hardly a day goes by without a headline on self-driving or electric vehicles (EVs).

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