BlackRock's Boivin on Tech Stocks, Opportunities

The video discusses the valuation of tech companies like Microsoft, considering the macroeconomic environment and interest rates. It explores investment strategies, emphasizing the need for a new playbook in the current economic climate. The discussion includes opportunities in emerging markets and inflation-indexed bonds, highlighting the unique challenges and adaptations required in today's supply-driven economy.

What are the key differences between investing in cyclical versus secular trends?

What themes should investors focus on to find value in the market?

How does the current inflation environment affect investment opportunities?