Investors Want to `Bridge' Underweight Europe Positions: BlackRock

The video discusses the current state of European earnings, highlighting a flat growth compared to the US. Despite significant outflows from European equities, the market remains a substantial part of the global benchmark. Investors are cautious but looking for opportunities to adjust their underweight positions. The video also explores strategies to handle market volatility, emphasizing a two-pronged approach: building portfolio resilience through hedges like US government bonds and gold, and identifying high-conviction market segments to invest in during corrections.

What are clients looking for in terms of investment opportunities in Europe?

What is the significance of the correlation between government bonds and equity markets mentioned in the text?