BlackRock is an investment management business in New York, & the world's largest asset manager, with $8.67 trillion in assets under management as of January 2021.

A wee snippet from their most recent equity outlook:

  • We are overweight equities on a strategic horizon.
  • We see a better outlook for earnings amid moderate valuations.
  • Incorporating climate change in our expected returns brightens the appeal of developed market equities given the large weights of sectors such as tech and healthcare in benchmark indexes.
  • Tactically, we stay overweight equities as we expect the restart to re-accelerate and interest rates to stay low. We tilt toward cyclicality and maintain a bias for quality.
BlackRock is an investment management business in New York, & the world's largest asset manager, with $8.67 trillion in assets under management as of January 2021.

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US equity indexes continue to hit fresh ATHs, those who stay bullish, for whatever reason, are being rewarded.