Making Sense

Data Assets & Alpha Group: Data in the stock picking process, with BlackRock’s EMEA CIO of Fundamental Equities

Mar 12, 2024
Exploring the evolution of data in stock picking, importance of earnings vs valuation, and future of active equity investing with BlackRock's EMEA CIO. Insights on interpreting data in equity research, Helen's diverse investment background, utilization of various data sources, analyzing return on capital for investing success, and using data as a truth checker to mitigate biases.
Ask episode
Chapters
Transcript
Episode notes