Back to overweight U.S. stocks

Back to overweight U.S. stocks

From Market take by BlackRock

April 13, 2026 · 3 min · Episode 137

About this episode

Wei Li discusses the implications of U.S.-Iran negotiations on investment strategies, advocating for increased risk in U.S. stocks.

U.S.-Iran negotiations collapsed for now, but we see talks as evidence of an economic incentive to end the conflict. Wei Li, BlackRock Global Chief Investment Strategist, unpacks the case for dialing up risk.  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 the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is Issued by BlackRock Investment Management (UK)…

People in this episode

Guest: Wei Li

Topics covered

  • U.S. stocks
  • investment strategy
  • economic incentives
  • risk management
  • U.S.-Iran negotiations

Keywords

  • U.S. stocks
  • investment advice
  • economic conflict
  • risk
  • BlackRock

Mentioned in this episode

Organizations: BlackRock, BlackRock Investment Management (UK) Limited

Places: U.S., Iran, London

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