The need for a new portfolio approach

Podcast: Market take · BlackRock

Opublikowano: 2026-06-08

Mega forces like AI are reshaping markets and economies, with multiple plausible outcomes ahead. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why this evolving investment landscape necessitates a new portfolio approach built around exposures—not asset class labels. 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. Th...