A Bullish Equities View With BlackRock's Richard Turnill

The video discusses the attractiveness of equities in a low return environment, highlighting the potential for US earnings growth and market inflection. It examines the impact of productivity on corporate gains and the need for companies to prioritize capital expenditure over shareholder returns. The discussion also covers the importance of market confidence and strategies for regional and sectoral equity investments, emphasizing value stocks trading at a discount.

What role does CEO confidence play in corporate spending and investment decisions?

In what ways do value-oriented stocks differ from the broader market in the current environment?