Upping developed stocks strategically

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

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