221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape
The Bid · BlackRock
Audio is streamed directly from the publisher (media.casted.us) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.
Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;
Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q
Key moments in this episode:
00:00 Stock Market Turmoil and Recovery
01:22 Tony DeSpirito Gives His Q2 Outlook
04:15 Historical Equity Markets Volatility
06:53 Where Equity Opportunities in Volatile Markets Lie
12:55 Global Market Comparisons
17:34 Final Thoughts and Investor Considerations
🔗 Learn More About BlackRock: https://1blk.co/41uwhDS
🔗 Watch and Subscribe to The Bid on YouTube: https://1blk.co/48iHOs4
🔗 Follow Us on LinkedIn: https://1blk.co/3v09q6Q
🔗 Follow Us on Twitter (or X): https://1blk.co/3NuiIOW
This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures
equity markets, stock market, stocks, value stocks, growth stocks, heathcare stocks, investing opportunities, volatility
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.