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BlackRock continues to see opportunities in equities in AI stocks and technology, particularly in the memory sector, as well as quality factors. The firm has a slight underweight to US equities as a whole, though remains favorable on sectors such as industrials and health care.
Firm’s strategists continue to see opportunities in equities in AI stocks and technology
BlackRock is making the case that 2024 will be the year for active investing strategies across stocks and bonds—and that quality companies will especially...
Global markets will be swayed by greater volatility in 2024 as the Federal Reserve cuts benchmark interest rates fewer times than futures markets are pricing in, strategists at the BlackRock...
Markets are pricing in at least 100 basis points of interest rate cuts next year, starting in the second quarter. One strategist thinks those bets are…