Why we stay risk-on in the short term
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We see falling inflation, nearing interest rate cuts and solid corporate earnings supporting cheery risk sentiment. Wei Li, BlackRock Global Chief Invest Strategist shares why we tweak our tactical views and dial up our pro-risk stance.
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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
Published 11/18/24
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
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