BlackRock Shifting Some Assets Into Europe, Rieder Says

The video discusses the need to rethink asset classes, focusing on fixed income and equities beyond traditional value versus growth perspectives. It highlights the impact of technology on global commerce and the strategic rotation of assets into Europe due to fiscal stimulus and eurozone recovery. The discussion also covers the reevaluation of the traditional 60/40 investment mix in light of low interest rates, emphasizing the importance of managing risk and incorporating quality income into portfolios. Finally, it explores credit asset classes and the necessity of taking on more equity risk, given the high earnings yield and cash flow generation in a low-rate environment.

In what ways is the speaker considering shifting assets into Europe?

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What does the speaker suggest about the earnings yield of the equity market?

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