#markettake

AI investment is driving sharp moves in stocks. Oil prices remain volatile. Government bond yields are moving higher. Our take: These developments all reinforce our view that supply scarcity is keeping inflation and borrowing costs higher. In this week’s #MarketTake, Michel Dilmanian unpacks how that’s impacting the role of government bonds in portfolios:
BlackRock22,549 Aufrufe • vor 17 Tagen

We go back to overweight U.S. stocks and turn overweight emerging market equities as well. Wei Li, BlackRock Global Chief Investment Strategist, explains in this week’s #MarketTake. She also unpacks why we keep emphasizing thematic opportunities accelerated by events in the Middle East – and think those exposures will benefit no matter the outcome.
BlackRock13,679 Aufrufe • vor 4 Monaten
