Helen Jewell

speaker

156 appearances 1 recordings 1 series first heard Jul 2026 last heard 28 Jul

Helen Jewell’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Making Sense · Momentum vs. fundamentals in the AI trade: Insights from BlackRock · 28 Jul 2026 podcast

So let's start off with having a look at the companies.

Now, the similarities is that it is the AI theme that really is playing out.

But what we see in Asia is that the dominant growth drivers are a lot of the chip companies.

Whereas actually in Europe, a lot of them are in power generation, in things like cement and concrete, and all the elements that you need, for example, for data centers.

So the types of companies that we are

seeing being the real drivers of the market are slightly different.

The other key difference is the market participants.

So the retail participant, that is much more of a trend that we are seeing in Asia, particularly when it comes to things like leveraged ETFs.

We haven't really seen much of that within the European market.

And that means that the focus on momentum is much, much greater in Asia than it is in Europe.

But let's also bring it back to the key similarity between all of the markets that we look at globally.

Long term, they will all be driven by earnings.

That is the 101 of investing.

And that is the key thing that we always need to remember as we're building our portfolios.

Thanks, Eloise.

It's great to be here.

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