BlackRock: The Bid·· 2026-04-10AI Score35
BlackRock The Bid Podcast: Beyond the Magnificent Seven — Finding Stock Opportunities in the S&P 493
257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493
AI summary
On the latest episode of BlackRock's The Bid podcast, host Oscar Pulido speaks with Ibrahim Kanan, Head of U.S. Core Equities within BlackRock's Fundamental Equities team, about the investment value of the S&P 493. Market concentration in U.S. equities is at historically high levels, with the Magnificent Seven contributing 40% of S&P 500 earnings. As AI investment spreads across industries, earnings growth is broadening beyond mega-cap stocks to a wider set of companies. The podcast also discusses the importance of active management and stock selection in the current volatile market environment.
Source:BlackRock: The Bid · rss.art19.com
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