BlackRock (NYSE:BLK), the world's largest asset manager, is shifting towards a more aggressive strategy, focusing on four commodity plays. The shift is driven by rising inflation and geopolitical supply shocks, which have led to a decrease in government bonds' value. The last two instances of this shift, according to Felix Prehn, former investment banker and co-founder of AceTrader, resulted in significant returns of 300-400% over five years. The catalyst for this shift is rising global tensions, particularly energy disruptions in the Strait of Hormuz.