When reflation becomes expansion

Heightened valuations have advisors wondering whether markets can maintain their upward march. But we believe a benign economic backdrop suggests the current, slow-motion expansion has ample room to run.

On July 13, Chief Multi-Asset Strategist Isabelle Mateos y Lago, Global Head of Fundamental Credit James Keenan, Portfolio Strategist Patrick Nolan and moderator Philip Vasan explored why the case for risk-taking in financial markets remains strong.

Topics discussed included:

  • The persistent economic drivers of today’s ultra-low-volatility regime
  • The path forward for central bank policy and implications for asset prices globally
  • Concrete ideas to help growth-seeking clients take action today

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Our speakers
Isabelle Mateos y Lago
Chief Multi-Asset Strategist, BlackRock Investment Institute
Isabelle Mateos y Lago, Managing Director, is BlackRock’s Chief Multi-Asset Strategist and part of the BlackRock Investment Institute.
James Keenan
Chief Investment Officer and Global Co-Head of Credit
Portfolio Strategist, BlackRock Portfolio Solutions
Head of Investments and Portfolio Solutions