The Bid

205: A Stock Picker's Guide to 2025


Listen Later

As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factors driving the market where he sees the biggest equity opportunities and some of the challenges that lie ahead.

Sources: S&P 500 2 Year Return, Y Charts, ‘How Reddit Surprised Wall Street With 185% Post-IPO Surge’, Investor Business Daily, Nov 2024; Russell 1000 Value Index historical charts; 2023 GICS Changes: Companies Impacted and What You Need to Know, State Street Global Advisors, Jan 2023; The Magnificent Seven Monitor, Reuters; BlackRock Fundamental Equities with data from FactSet as of 11/30/24

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

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

...more
View all episodesView all episodes
Download on the App Store

The BidBy BlackRock

  • 4.3
  • 4.3
  • 4.3
  • 4.3
  • 4.3

4.3

239 ratings


More shows like The Bid

View all
Bloomberg Surveillance by Bloomberg

Bloomberg Surveillance

1,200 Listeners

Notes on the Week Ahead by Dr. David Kelly

Notes on the Week Ahead

189 Listeners

Insights Now by Dr. David Kelly and Gabriela Santos, J.P. Morgan Asset Management

Insights Now

94 Listeners

Masters in Business by Bloomberg

Masters in Business

2,174 Listeners

Exchanges by Goldman Sachs

Exchanges

992 Listeners

Odd Lots by Bloomberg

Odd Lots

1,789 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

804 Listeners

Trillions by Bloomberg

Trillions

196 Listeners

Eye On The Market by Michael Cembalest

Eye On The Market

284 Listeners

UBS On-Air: Market Moves by Client Strategy Office

UBS On-Air: Market Moves

181 Listeners

Making Sense by J.P. Morgan

Making Sense

58 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,267 Listeners

Dry Powder: The Private Equity Podcast by Hugh MacArthur, Bain & Company

Dry Powder: The Private Equity Podcast

146 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

The Markets by Goldman Sachs

The Markets

70 Listeners