Earnings strength keeps us risk-on

Podcast: Market take · BlackRock

Opublikowano: 2026-05-04

U.S. stocks are hitting record highs despite ongoing Middle East supply disruptions. Natalie Gill, Senior Portfolio Strategist at the BlackRock Investment Institute, explains what’s driving their outperformance and why it's keeping us risk-on . General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of th...