Description
We see central bank policy expectations, equity factor rotations and currency moves driving the recent market volatility. Wei Li, Global Chief Investment Strategist at BlackRock, dives into these market drivers and explains how we navigate volatility by keying on corporate earnings and real economy investment opportunities.
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-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