Why BlackRock’s Rick Rieder is confident in equities in second half
Rick Rimer, Blackrock Senior General Manager, Global Fixed Revenue Chief Investment Officer speaks at the Alpha Conference in New York on 28 September 2023.
Adam Jeffery | CNBC
Chicago-Blackrock Rick Rimer is sure that the highest levels of all time may rise further in the second half of 2025, as inflation has decreased due to artificial intelligence.
During the opening speech at the Morningstar Investment Conference, Rieder said, “I think the biggest technology revolution so far. So, what does it mean? My personal opinion is down, inflation is down.” He said.
The investment chief of global fixed income, artificial intelligence, said that productivity gains will balance any hit from tariffs to inflation, and this would be a one -time adjustment for the US economy rather than an ongoing challenge.
Considering the reliability of growth services rather than more cyclical goods, the US economy is not likely to fall into a stagnation, he added.
Rieder’s comments S&P 500 In February, it is traded below 1% of the record high set. While the market is still fighting various macroeconomic challenges, including higher tariffs in the Middle East and higher tariffs that will pressure the US dollar, shares will overcome these challenges.
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“S&P 500, 2024, DAX’ın almost all the market value returned.” “When I talk to international investors … They will be diversified from the treasures to some extent, but they will not move away from the US stocks because there is no other game in the city.”
Rieder thinks that some investors would be disappointed with their monetary policy in 2025 and said that the Federal Reserve expects only twice to reduce the rates from September because it works through the temporary effect of higher tariffs.
