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7 mar 2024 · Meet Wei Li, the maths nerd who became BlackRock’s chief strategist. Wei Li’s rise from Shenzhen to the upper echelons of the asset manager looks like a tale of ambition realised....
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.
Investment Industry Leader of the Year 2022. Investment Week’s Women in Investments Awards. Mathematical Olympiads, China, two-time gold medalist. - Young Global Leaders 2023. World Economic Forum....
- 500+
- 155K
- BlackRock
- Greater London, England, United Kingdom
- 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
19 mag 2023 · May 19, 2023 at 2:00 AM PDT. Corrected. May 19, 2023 at 8:05 AM PDT. As the global chief investment strategist for the BlackRock Investment Institute, Wei Li leads a proprietary research team...
- 2 min
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.
30 nov 2022 · BlackRock's Wei Li: Fed Won't Be Able to Cut Rates in 2023. Wei Li, global chief strategist at BlackRock Investment Institute, discusses the factors behind her firm's call for global...
- 5 min
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