After two years of full steam ahead for U.S. equity markets, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world? Carrie King, U.S. and Developed Markets Chief Investment Officer for BlackRock’s Fundamental Equities group will discuss market volatility, rotations and the state of the U.S. equity market. Sources: Q2 Equities Outlook, BlackRock 2025 Key moments in this episode: 00:00 Introduction and Equity Market Overview 01:23 Recap of Previous Discussion on AI in 2024 01:59 Equity Market Performance and Sector Rotation 03:51 US vs. Global Equity Markets 04:40 Drivers of Market Volatility 06:01 Fundamental Shifts in Market Dynamics 08:51 European Market Growth 11:56 US Exceptionalism and Future Outlook 19:03 Investment Strategies To Consider 20:10 Conclusion 🔗 Learn...