BlackRock's Koesterich Says Sectors Matter in 2022

The video discusses the expected rise in interest rates and the economic outlook, highlighting the impact of inflation and GDP trends. It emphasizes the importance of sector calls and market positioning in the current economic environment. The speaker outlines investment strategies, focusing on equities and a barbell approach, while addressing market uncertainties. The video concludes with an analysis of the dollar's strength and its role as a hedge in market volatility.

What factors are contributing to the expectation of rising interest rates?

What is the significance of the sector call in the context of market performance?

How does the current economic environment influence investment strategies according to the speaker?

What are the long-term themes in technology and healthcare that the speaker believes will continue to perform well?

In what ways has the correlation between stocks and the dollar changed recently?