Japan stocks: high can go higher - Listen - Market take

Japan stocks: high can go higher

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We see Japanese equities climbing higher, driven by robust earnings, corporate reforms and a Bank of Japan that is likely more worried about a return to a chronic deflationary mindset. Wei Li, Global Chief Investment Strategist shares more.

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High-for-longer shapes strategic view

We see a world shaped by supply, with structural forces set to keep inflation pressures persistent and interest rates high for longer. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, highlights how we are evolving our strategic views as a result. General disclosure:...

Published 11/18/24

Market take

Published 11/18/24

Zeroing in on secular forces, not cycles

Market-moving events can highlight structural shifts underway. Our investment leaders grappled with the implications of a world shaped by supply at our 2025 Outlook Forum last week. Vivek Paul, the Global Head of Portfolio Research at the BlackRock Investment Institute, highlights the key...

Published 11/11/24