BlackRock Is ‘Broadly Constructive’ on Risk Assets: Harrison

The video discusses investment strategies focusing on equities and risk assets, highlighting a shift from growth and quality to cyclicals and value. It examines the European market, particularly banks, and the global macroeconomic momentum, suggesting that the virus won't disrupt it. The potential impact of upcoming vaccine efficacy results on markets is also considered.

What factors contribute to the potential upside mentioned by the speaker?

What upcoming news is expected to be significant according to the speaker?