BlackRock Says U.S. Stocks to Rise in 2019, EM Valuations Attractive

The video discusses key market themes, including central bank policies and geopolitical risks, particularly US-China trade tensions. It analyzes investment strategies, highlighting a shift from cash to fixed income and equities. The outlook for US markets is positive, driven by earnings growth, but caution is advised due to potential volatility and recession risks.

What investment strategies are suggested for the current market conditions?

What historical context is provided regarding late cycle slowdowns and their impact on returns?