How BlackRock's Moore Is Investing Amid Uncertain Times

The video discusses the current economic risks in Europe, focusing on inflation, energy prices, and the ongoing conflict in Ukraine. It explores investment strategies, emphasizing quality assets and energy stocks. The impact of inflation on central bank policies and the potential for stagflation are analyzed. The discussion also compares inflation and growth risks, highlighting challenges for European companies and the preference for US equities.

What concerns are raised about energy prices and their impact on demand?

How might inflation affect company margins and profitability?

What is the preference for equity investment between US and European companies?