Tag: Interest Rates

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Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)

Perspectives on Asset Allocation in Today’s Market with BlackRock’s Eric Mueller (Ep. 54)

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Markets are always moving, and with elections and global uncertainty on the horizon, what can you do to position your portfolio for the future?

In this episode of Maximizing Outcomes, Jim McGovern speaks with Eric Mueller, Managing Director and strategist at BlackRock, about the current state of the markets and how to strategically adjust portfolios. 

They cover the economic landscape, interest rate cuts, and the strength of corporate earnings, offering actionable advice for investors concerned about the road ahead.

They discuss:

  • An analysis of the current economic and financial market landscape
  • Strategies for portfolio positioning amidst geopolitical and election uncertainties
  • The impact of Fed interest rate cuts on fixed income investments
  • The significance of tax-efficient and personalized investment strategies
  • And more!

Connect with McGovern Wealth Group:

Connect with Eric Mueller:

About our guest:

Eric Mueller is a Managing Director at BlackRock, serving as a senior strategist within their Multi-Asset Strategies and Solutions group. With 17 years of experience at BlackRock, he works closely with portfolio managers and research analysts to analyze market trends and identify investment opportunities across various asset classes. His knowledge includes guiding portfolio positioning, understanding economic risks, and helping investors achieve a range of financial objectives through strategic portfolio management.

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The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

The State of the Economy and the Financial Markets with Mike Trudel, CFA, JD (Ep. 32)

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Ready to untangle the web between the Federal Reserve, Big Tech, and your investments?

In this episode, Jim McGovern from McGovern Wealth Group sits down with Michael Trudel, CFA, JD, Managing Director and Global Strategist at BlackRock, to explore the complexities of today’s markets – from the U.S. economy’s surprising resilience to the tech sector’s influence on the stock market this year. Armed with over two decades of industry experience, Mike offers an insightful, well-rounded perspective on the economy and what’s been the financial markets.

Throughout this episode, Jim and Mike discuss:

  • Why the U.S. economy is showing resilience despite Federal Reserve actions
  • How the major tech companies are driving stock market gains
  • How the corporate inventory restocking contributes to positive growth in GDP
  • The earnings outlook in the recent years compared to the past
  • The rising interest rates and their impact on the overall stock and bond market 
  • The economic picture outside of the U. S. and how things are looking around the world
  • An overview of the bond markets and what investors could expect in the future
  • And more!

Connect with McGovern Wealth Group:

Connect with Michael Trudel:

About our guest:

Michael Trudel is a seasoned financial expert with a dual background in law and portfolio management. Michael is a Chartered Financial Analyst and Managing Director at BlackRock’s Global Allocation team. With over two decades in the industry, he’s an authority on macro strategy and portfolio analysis, having previously served at Merrill Lynch and the Bank of New York. Armed with multiple degrees, including a cum laude JD and an MBA, Mike offers a well-rounded perspective on global financial trends.

Podcast: Play in new window | Download (Duration: 40:46 — 37.3MB) | Embed

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