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4 investing preferences for the second half

Philippe Marion / Getty Images
Philippe Marion / Getty Images

It's hard to believe that we're already a few weeks into the second half of 2017. The midway point is traditionally a good time to take a step back and prepare portfolios for the remainder of the year. We see investing in the third and fourth quarters occurring against a backdrop of sustained and synchronized economic expansion , structurally lower growth and interest rates, and ongoing low volatility. What does this mean for portfolios? We share a few of our investing preferences below, all featured in our Global Investment Outlook Midyear 2017 .

Stocks over bonds

latest earnings season

Non-U.S. equities over U.S. peers

new podcast a number of positives supporting the Japanese market

Risk-seeking equity style factors over defensive ones

we like the momentum factor

Credit over government bonds

Global Investment Outlook
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Richard Turnill is BlackRock's global chief investment strategist. He is a regular contributor to The Blog .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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