Inflation Risk Not Being Priced In Fully Yet, BlackRock Says

The video discusses the current liquidity-driven bull market, emphasizing the low yields that push investors towards riskier assets. It highlights the growth potential in emerging markets, particularly in Asia, and the tech-driven nature of these markets. The discussion also covers the disparity between value and growth investing, the rebalancing of the Hong Kong market, and the potential risks of inflation and market volatility, especially in light of the upcoming US elections.

How does the text describe the relationship between inflation and market cycles?

What impact could the Fed's discussion on inflation average targeting have on the market?

What potential risks are associated with the upcoming US elections?