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- Wei Li, Managing Director, is the BlackRock Global Chief Investment Strategist. She leads a global network of country and regional chief strategists at the BlackRock Investment Institute (BII), and is responsible for developing and delivering thought leadership on tactical asset allocation and actionable views across asset classes.
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Mar 7, 2024 · Wei Li’s rise from Shenzhen maths nerd to the upper echelons of the asset manager by 35 relied on an unusual strategy: making sure she was replaceable.
Wei Li, Managing Director, is the BlackRock Global Chief Investment Strategist. She leads a global network of country and regional chief strategists at the BlackRock Investment Institute (BII), and is responsible for developing and delivering thought leadership on tactical asset allocation and actionable views across asset classes.
- What Characterizes The Investing Environment Today?
- Is This The New Normal?
- What Are The Biggest Policy Challenges?
- What Are You Watching Most Closely?
- Where Are The Best Opportunities?
- What Is Less Attractive Now?
- What Will Be The Impact of China Changing Its Covid-19 Policies?
- What Lesson Does 2022′S Perfect Storm offer?
- What Do You Enjoy Outside of Investing?
- What Are You Reading Now?
We are in a world shaped by supply that involves challenging trade-offs. Developed markets can’t produce as much as before without creating inflation pressure. Central banks face a sharper trade-off between growth and inflation, and this leads to greater macro and market volatility.
We see three long-term trends keeping production capacity constrained and cementing this new regime. First, aging populations mean continued worker shortages in many major economies. Second, persistent geopolitical tensions are rewiring globalization and supply chains. Third, the transition to net-zero carbon emissions is causing energy supply and ...
High inflation has sparked cost-of-living crises, putting pressure on central banks to tame inflation. Yet, there has been little debate about the damage to growth and jobs. We think the “politics of inflation” narrative is changing, and the “politics of recession” will take over.
Navigating markets in 2023 will require more frequent portfolio changes. Our tactical portfolio outcomes will be determined by our assessment of market risk sentiment and our view of the economic damage reflected in market pricing. We stand ready to turn more positive as valuations get closer to reflecting the economic damage from tighter policy.
We are leaning into the income offered by investment-grade credit. Mortgage-backed securities offer attractive valuations and income. We like the front end of the government-bond curve—in the United States in particular—for its high carry, high yield, and low interest-rate risk.
We remain bearish on developed-markets equities, as we think current valuations do not reflect the damage from central banks’ overtightening. Earnings expectations are not fully pricing in recessions. We are underweight long-dated fixed income, as we see long-term yields going higher.
China is on a path toward reopening, which will help stabilize the global supply chain. Our forecast for China’s GDP in 2023 is higher than consensus, but in subsequent years, we expect lower growth relative to the long-term average because of headwinds to exports, fears of rising asset bubbles restraining policy support, and tech restriction on th...
Be nimble. There are pockets of opportunity in this high market volatility. Develop granular views to tap into those. Think healthcare in equities, front end in government bonds, investment-grade and mortgage-backed securities in fixed income, and infrastructure in privates.
I love cooking (my specialty is Chinese-Italian fusion) and karaoke (generic 1980s HK-pop), and I play golf (not well!).
I am on holiday now, and I am rereading Haruki Murakami’s First Person Singular. I had forgotten the pleasure of getting lost in a book and not rushing to get to the end. To subscribe to Morningstar magazine, click here.
- Laura Lallos
Wei Li, Managing Director, is Global Chief Investment Strategist for BlackRock. She leads the Investment Strategy team within the BlackRock Investment Institute (BII), responsible for developing thought leadership on tactical asset allocation and delivering actionable views across asset classes.
Meet Wei Li, the maths nerd who became BlackRock’s chief strategist. Grainne Quinlan sits down for dinner with Chinese maths Olympiad Li. The pair dine at a posh restaurant in the heart of London's financial district. They discuss ideas of authenticity and outsider-ness, and the global economy.
Embrace the future of finance and dive into an insightful discussion with Wei Li, Global Chief Investment Strategist at Blackrock, and Martina Cheung, Presid...
- 32 min
- 2.7K
- S&P Global Ratings
Experience: BlackRock · Location: Greater London · 500+ connections on LinkedIn. View Wei Li’s profile on LinkedIn, a professional community of 1 billion members.
- BlackRock
