New return drivers in Japan, Europe

About this episode

Roelof Salomons discusses new investment opportunities in Japan and Europe driven by fiscal expansion and geopolitical changes.

Markets are laser-focused on the AI buildout, but opportunities shaped by other mega forces abound. Roelof Salomons, Portfolio Strategist at the BlackRock Investment Institute, explains how fiscal expansion tied to geopolitical fragmentation in Japan and Europe is creating new return drivers. 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…

People in this episode

Guest: Roelof Salomons

Topics covered

• AI buildout
• fiscal expansion
• geopolitical fragmentation
• investment opportunities
• return drivers

Keywords

• investment
• Japan
• Europe
• fiscal expansion
• geopolitical fragmentation
• return drivers
• AI

Mentioned in this episode

Organizations: BlackRock

Places: Japan, Europe

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