
Upping developed stocks strategically
From Market take by BlackRock
May 18, 2026 · 4 min · Episode 142
About this episode
Devan Nathwani discusses how mega forces are reshaping portfolio opportunities and shifting growth risk in developed stocks over a strategic horizon of five years and beyond.
Mega forces are reshaping portfolio opportunities over a strategic horizon of five years and beyond. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains how their latest manifestation is shifting where we take growth 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…
People in this episode
Guest: Devan Nathwani
Topics covered
- portfolio opportunities
- growth risk
- investment strategy
- developed stocks
- market trends
Keywords
- portfolio strategy
- investment advice
- market forces
- developed markets
- risk management
Mentioned in this episode
Organizations: BlackRock, BlackRock Investment Institute
Places: UK, Canada, U.S., London
More episodes of Market take
- The need for a new portfolio approach · June 8, 2026 · 4 min
- Midyear Forum: speed meets scarcity · June 1, 2026 · 4 min
- The need to diversify diversifiers · May 26, 2026 · 4 min
- Record U.S. stocks: disconnect or not? · May 11, 2026 · 4 min
- Earnings strength keeps us risk-on · May 4, 2026 · 3 min
- Persistent inflation constrains policy · April 27, 2026 · 4 min
Explore listener stats, chart rankings, contacts and more on the Market take podcast page.