3+1 Episode 22: Ibrahim Kanan

In this BlackRock video, portfolio manager Ibrahim Kanan of the U.S. Core Equity Team walks through three areas he says are shaping equity markets: broadening earnings growth, market concentration and portfolio construction. He argues that earnings growth across a wider range of sectors could create opportunities beyond the mega caps, discusses what highly concentrated indices mean for active stock selection, and makes the case for thoughtful portfolio construction amid continued volatility. A closing segment covers how being a Jets fan prepared him for market unpredictability.

1. Kanan sees broadening earnings growth across a wider range of sectors as a potential source of opportunities beyond the mega caps.
2. He addresses what highly concentrated indices mean for active stock selection.
3. He argues thoughtful portfolio construction matters amid continued market volatility.
4. The closing segment links being a Jets fan to preparing for market unpredictability.