In this episode we hear from Helen Jewell, EMEA CIO of Fundamental Equities at BlackRock. Helen discusses the evolution of data in the fundamental discretionary stock picking process, how data can be best leveraged in the forecasting process, the relative importance of earnings estimates vs valuation techniques, and how the active equity investing space could evolve from here. Helen is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group.
Shownotes :
https://www.blackrock.com/uk/solutions/stock-market-quarterly-outlook
https://www.blackrock.com/uk/solutions/corporate-earnings-review
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