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BlackRock Evaluates Emerging Markets and European Equities

Posted by WrapManager's Investment Policy Committee
June 8, 2017

BlackRock Weekly update

When contrarian becomes consensus...

Many investors have flocked to emerging market (EM) and European equities this year, as money has broadly flowed back into risk assets. Our analysis suggests these equity trades are becoming consensus, and EM and European stocks are no longer the contrarian trades that they were for much of 2016. 
Read the three key points of BlackRock's weekly commentary below, or view the entire four-page weekly investment commentary now.

Key Points:
  1. Emerging market (EM) and European equities are becoming consensus trades, but we believe they still have room to run.

  2. Equity markets traded modestly higher last week. Momentum and low volatility factors outperformed as bond yields declined.

  3. We expect the tone of this week’s European Central Bank (ECB) meeting to be dovish, after recent weak eurozone inflation data.

Review the complete commentary here,  or read BlackRock's 2Q 2017 Global Investing Outlook.

To learn more about BlackRock and other Money Managers, give us a call at 1-800-541-7774 or contact us here to speak with a knowledgeable Investor Consultant.

Emerging Markets Investing Investment Plan Economic/Market Outlook Blackrock Inc Eurozone Money Manager Commentary

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