Emily Cheetham, Portfolio Manager, BlackRock: European Equities Gaining Momentum 00:10:00
Emily Cheetham is a Portfolio Manager at BlackRock, one of the world's largest asset management firms. With extensive expertise in global equity markets, Emily has a keen focus on European equities, noting a shift in investor sentiment towards this sector. She highlights the neutral stance many clients hold on European stocks, while US equities remain overweight in portfolios. Additionally, Emily observes renewed interest in emerging markets and a rotation out of financials. Her insights offer a strategic view on global asset allocation trends.
