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BlackRock’s Wei Li Prefers US Equities to Government Bonds
Source: Bloomberg
Credit & Bond MarketsMarket Technicals & FlowsInvestor Sentiment & Positioning
BlackRock’s Wei Li prefers equities over credit and government bonds from a total-portfolio perspective, but still sees attractive income opportunities in fixed income to “lean into.” The stance is mildly risk-on, suggesting incremental support for equities while keeping a partial fixed-income allocation for yield.
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