221: A Stock Picker's Guide To Volatility: Global Equity Market Opportunities Across A Shifting Landscape

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to help make sense of recent market turmoil from an equity perspective where he sees opportunities amidst the volatility and what history tells us to expect as we look ahead to the rest of the year.

Sources: Equity Market Outlook Q2 2025, BlackRock; BlackRock Fundamental Equities, with data from Morningstar & Bloomberg as of April 30, 2025;

Check out the full series covering tariffs and market volatility on The Bid: https://open.spotify.com/playlist/3iiZbbNz3eI08zXGZ4n3LI?si=TNiOrYRoSxyXVsbwsBs68Q

Key moments in this episode:

00:00 Stock Market Turmoil and Recovery

01:22 Tony DeSpirito Gives His Q2 Outlook

04:15 Historical Equity Markets Volatility

06:53 Where Equity Opportunities in Volatile Markets Lie

12:55 Global Market Comparisons

17:34 Final Thoughts and Investor Considerations

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