BlackRock Favors High-Quality Cyclicals, Moore Says

The video discusses the current market trends, highlighting the performance of risk assets despite inflation and the delta variant. It explores asset allocation strategies, emphasizing quality growth investments. The discussion also covers cyclical versus growth investments, focusing on selective market opportunities. Finally, it addresses regulatory concerns in the tech sector, particularly in the context of US-China competition, and the need for strategic investment decisions.

What factors are contributing to the rotation towards secular winners in the market?

How has the delta variant impacted consumer behavior and economic recovery?

How are inflationary pressures influencing asset allocation strategies?

What are the implications of a buyer strike among institutional investors?

What is the significance of quality and growth at a reasonable price in investment strategies?

What is the current stance on investing in cyclical value versus growth companies?

In what ways are regulatory concerns affecting technology investments?