BlackRock’s Chief Equity Strategist Kate Moore notes the following:
While BlackRock prefers stocks over bonds, they are neutral on U.S. stocks and overweighting internationals – specifically Europe, Japan, and emerging markets.
The preference in the U.S. is for technology and financial stocks – especially those companies that are committed to growing their dividend.
In Europe, BlackRock expects the euro to continue to strengthen slightly before stabilizing.
BlackRock is also overweight in emerging markets – namely China, India, and Mexico.
We would be happy to discuss any of these topics in more detail with any of you who are interested in learning more.
Barbara A. Culver
CFP®, ChFC®, CLU, AEP®