Rick Rieder, global chief investment officer of BlackRock's over trillion dollars in assets fixed income business, is as heavy a hitter as it gets in the bond market. But for an investing guru synonymous with debt markets, Rieder is extremely bullish on U.S. stocks over the next one-to-two years. “Velocity is starting to improve and it is incredibly powerful,” Rieder said in a whirlwind 30-minute presentation that covered trends in trade, global fixed income, and equities. If individual rates fall 5% and loopholes are cut on the top end, Rieder forecasts a $400 billion stimulus. For bond maven expecting low yields in a Fed hiking cycle Rieder is quite the optimist, so where does he risk?

Source: Forbes March 16, 2017 23:11 UTC