Dollar Investors Outside US ‘More Diversified’

BlackRock Fundamental Equities EMEA CIO Helen Jewell shares her views on reallocation trade. Speaking on Bloomberg Television, Jewell says US dollar investors outside the United States are “being much more diversified in how they think about portfolios.” She also talks about “global cyclical names” in Europe that have not performed well, but “could be the next leg of the European story” if uncertainty around tariffs is “resolved.”