BlackRock Says Focus on US Equities With Selectivity Elsewhere

The video discusses the 2025 economic outlook, focusing on US exceptionalism driven by strong growth, earnings, and technology leadership. It highlights the shift in European equity benchmarks towards the US and the impact of Fed decisions on market volatility. The divergence in central bank policies is examined, with strategies for incorporating these into portfolios. Emphasis is placed on quality investments and tactical opportunities, particularly in Europe, amidst market volatility.

What are the key themes discussed in relation to portfolio management?

What observations were made regarding ETP inflows and client sentiment in Europe?