175: Equity Opportunities Beyond AI

AI has powered stock market returns over the past year, but what are investors missing beyond AI? Carrie King, U.S. and Developed Markets CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to shine a light into forgotten corners of the US equity market to uncover what may be some underappreciated sources of return.Sources: BlackRock Fundamental Equities analysis with data from FactSet as of April 17, 2024; “The Looming Patent Cliff: Big Pharma Giants Brace for Fall”, Healthcare Technology Report, February 13th 2024; Russell 1000 and Russell 3000 as of April 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorised and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorised and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.