Are we looking at another year of two halves?

katrina Baugh
clock

Many investors in the current climate would baulk at the words of Laurence Fink, chief executive officer and co-founder of BlackRock, who said investors should have 100% of their investments in equities at the moment.

In an interview with Bloomberg, he said investors who seek the safety of treasuries will have minimal returns and will not be able to meet their needs. In contrast, he highlighted the fact equities are trading at their lowest valuations for 20 or 30 years. His advice to investors is to try to overcome all the market noise and look more closely at the dividend return on equities versus bond yields.  After making this assessment, his judgement is they should hike equity positions. However, his call for a major move back into risk assets is at odds with investor behaviour so far this yea...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

7IM's Ben Kumar: When behavioural biases are not all they seem

7IM's Ben Kumar: When behavioural biases are not all they seem

Investment identity more important

Ben Kumar
clock 02 July 2025 • 3 min read
Aegon AM launches UK-domiciled global income fund

Aegon AM launches UK-domiciled global income fund

In response to client demand

clock 27 June 2025 • 1 min read
CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

CCLA's Charlotte Ryland and Joe Hawkes: How to position for the end of the 90-day tariff pause

Focus on quality

Charlotte Ryland and Joe Hawkes
clock 26 June 2025 • 4 min read
Trustpilot