BlackRock Modestly Underweight US, European Equities: Li

The video discusses the global energy crisis, particularly in Europe, and its impact on the economy as winter approaches. It highlights the potential for a recession and the market's response, focusing on equities and credit. The speaker suggests a preference for credit over equities due to better pricing of growth slowdown. Investment strategies are discussed, with a focus on emerging markets and a cautious approach to European and US equities.

What is the allocation status of European and US equities as described in the text?

What is the preference for emerging markets in terms of debt and equities?