BlackRock Says U.S. Stocks to Rise in 2019, EM Valuations Attractive

The video discusses key market themes, including central bank policies and geopolitical risks, particularly US-China trade tensions. It analyzes investment strategies, highlighting a shift from cash to fixed income and equities. The outlook for US markets is positive, driven by earnings growth, but caution is advised due to potential volatility and recession risks.

What are the two main themes driving the market rebound discussed in the video?

• Technological advancements and consumer spending

• Environmental policies and global warming

• Healthcare innovations and demographic changes

• Central bank policy shifts and geopolitical tensions

What was unique about the investment environment last year?

• Global equities provided the highest returns

• Cryptocurrencies were the safest investment

• Cash was the only major asset class with positive returns

• Real estate investments outperformed all other classes

What is the current trend among investors regarding asset allocation?

• Focusing solely on cryptocurrency

• Stepping out of cash into fixed income and equities

• Investing heavily in real estate

• Moving from equities to cash

What is the expected driver of positive returns in US markets this year?

• Continued re-rating and valuation increases

• Rapid technological advancements

• Massive government stimulus packages

• Earnings growth and dividends

What is the risk associated with late-cycle slowdowns?

• Surprisingly positive returns with higher volatility

• No impact on market returns

• Guaranteed negative returns

• Complete market collapse