198: The Case For Active Equity Investing – A Fund Manager’s Perspective

10/25/24 • 20 min

Active equity investing isn't just about picking stocks, it's about making informed strategic decisions to beat the market or generate alpha. But what does that really mean for your portfolio, and how can you consider long-term investing strategies when faced with volatile markets?

Recorded live in London at BlackRock's annual UK Wealth Investors Forum, joining Oscar is Alister Hibbert, head of BlackRock's Strategic Equity Team. Together they explore the nuances of active investing, how to be selective when considering companies for a portfolio, and how to think long term when faced with short-term headwinds.

Sources: “Bernard Arnault & Family” Forbes; “Obesity Market to Reach $150B as Demand Grows, Supply Stabilizes” Reuters; “Who is Bernard Arnault” CNBC

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. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. 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. 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.

Sources: “Bernard Arnault & Family” Forbes; “Obesity Market to Reach $150B as Demand Grows, Supply Stabilizes” Reuters; “Who is Bernard Arnault” CNBC

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

Previous Episode

197: Access To The Energy Transition In Public Markets

The shift to a low-carbon economy will demand more capital than any of us have seen in our lifetimes—far more than private actors alone can provide. Public markets—the securities that make up the bulk of most investor portfolios available on stock exchanges—are set to play a much larger role in this transition. So, while private markets may have a head start, public markets are catching up quickly.

In this special episode, Mark Wiedman, Head of BlackRock’s Global Client Business, will lead a conversation with BlackRock investors Evy Hambro, Olivia Markham, and Will Su about the transition opportunities they’re seeing in public markets—and what it will take to fully unlock their potential.

Sources: BHP Insights “How Copper Will Shape Our Future” Sep 30 2024; Bloomberg New Energy Finance Outlook 2024; Our World In Data “Energy Mix: Explore global data on where our energy comes from, and how this is changing”, January 2024; ExxonMobil Global Outlook, 2024; “Energy Explained” Energy Administration EIA, 2022; “Strategic Perspectives on U.S. Electric Demand Growth”, Center for Strategic and International Studies, May 2024; “Decoding Data Centers: Opportunities, risks and investment strategies”, Boston Consulting Group, July 2024; “U.S. Energy-Related Carbon Dioxide Emissions, 2023” EIA 2024; “Monthly price of uranium worldwide from January 2020 to June 2024”, Statista; Global Price of Uranium 1990-2024, FRED Economic Data; Bloomberg Data 2024

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.

Next Episode

199: The Race For Innovation In ETFs and Index Investing

Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing more broadly, examining the latest trends and challenges facing investors, and how technology is playing a role in shaping these products.

Joining Oscar live in London at BlackRock’s annual UK Wealth Investors Forum is Manuela Sperandeo, Head of Product for iShares in EMEA and Stuart Doole, global head of Equity investing research at MSCI, an investment research firm that provides stock indexes, portfolio risk, and performance analytics.

Sources: ‘Global ETF assets reach $11 trillion’, Investment News, February 2024

Carefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting www.iShares.com or www.blackrock.com. Read the prospectus carefully before investing. Investing involves risk, including possible loss of principal. Actively managed funds do not seek to replicate the performance of a specified index, may have higher portfolio turnover, and may charge higher fees than index funds due to increased trading and research expenses. The iShares ETFs that are registered with the US Securities and Exchange Commission are distributed in the US by BlackRock Investments, LLC. This material does not constitute an offer or solicitation to sell or a solicitation of an offer to buy any shares of any Fund (nor shall any such shares be offered or sold to any person) in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities law of that jurisdiction. BlackRock Is not affiliated with MSCI.

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.