Willy was once again joined by Kate Moore, Managing Director and Head of Thematic Strategy at BlackRock, to cover the issues that are shaping the current investment landscape and influencing market trends.
She and Willy discussed her view of the current global economic landscape, the latest investment trends driving growth across the sectors, the impact of insurance costs, AI opportunities and how BlackRock is staying ahead of the technology curve, her predictions on inflation and rate cuts, strategies for investors on navigating market volatility and managing risk, and much more.
Key Points In The Webcast:
00:00 Introduction
01:23 Willy introduces Kate Moore
03:12 Early beginnings in investment banking
04:41 Kate’s love for sci-fi and reading
07:49 Significant movement in data points
10:49 Is the worst behind us in corporate earnings?
13:11 Mega cap concentration in S&P: A cause for concern?
16:42 Equity market predictions for 2024 elections
19:44 Will the election outcomes move the markets?
26:00 The future of the dollar and international trading post-election
31:46 The state of consumer health
37:16 The big inflationary pressure on food
39:21 To raise or cut rates?
43:45 BlackRock investments on climate change
48:18 Investing in data centers and AI-adjacent industries
51:05 What’s next for cybersecurity companies?
53:02 BlackRock’s general investment thesis
55:38 Is Bitcoin catching up on the U.S. dollar?
56:42 Will BlackRock ever invest in Bitcoin?
58:12 What’s Kate looking forward to this summer?
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