Volatility & Valuations: What's Next for Stocks & Bonds - Insights from BlackRock's Mark Peterson скачать в хорошем качестве

Volatility & Valuations: What's Next for Stocks & Bonds - Insights from BlackRock's Mark Peterson

In this episode of Amplified Wealth, we’re joined by Mark Peterson, Director of Market & Portfolio Insights at BlackRock, for a practical breakdown of what’s driving markets—and how investors can keep perspective as we look ahead. Episode Highlights: 📈 Three Strong Years in a Row: How rare are three consecutive years of 15%+ stock market gains—and what does history suggest could come next? 🎯 Why “Average Returns” Rarely Happen: Stocks may average ~10% over time, but they rarely land near the average in any given year—understanding the range can help set better expectations. 🌪️ Volatility in Plain English (2% Days): A simple way to understand market turbulence, what typically causes it, and why volatility is often the “price of admission” for long-term growth. 💻 Tech, Valuations & Earnings: How today’s tech leadership compares to the dot-com era—and why strong earnings growth can change the valuation conversation. 🧩 Market Broadening Beyond Mega-Caps: Why market leadership may be expanding beyond the biggest names—and what that could mean for diversified investors. 🛡️ Diversification vs. Single-Stock Risk: Even in strong markets, many individual stocks lose money—this segment puts concentration risk into perspective. 💵 Bonds After the Rate Reset: Why 2022 was so painful for fixed income—and why higher yields may improve the outlook going forward. From setting realistic expectations to reinforcing the value of diversification, this episode is packed with timely market insights. Timestamps: (0:00) Intro: (4:54) U.S. Stocks Posting 15%+ Gains for Three Straight Years (9:45) U.S. Stocks Annual Averages (12:22) Stock Market Volatility (18:56) Technology Stocks - Performance and Valuations (27:47) Benefits of Diversification (35:22) Current and Past Economic Expansions (41:27) U.S. Bonds Outperformed in 2025 (42:53) Interest Rates & Long-Term Bond Returns (51:35) Closing Thoughts