BlackRock’s Li Sees Investors Catching Up With 2019’s ‘Big Pain Trade’

The transcript discusses the potential impact of tariffs on global markets, particularly focusing on President Trump's decisions and their effects on investor behavior. It highlights the positioning of investors in emerging markets, Europe, and China, and examines the inflows and outflows in European equities. The discussion also speculates on future tariff actions and their implications for under-owned market exposures.

What might happen if tariffs are implemented as planned on December 15th?

What are the implications of investors being significantly underexposed in certain markets?