BlackRock：When Contrarian Becomes Consensus

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大买方贝莱德（BlackRock）的6月第一周评论：

Key Points:
1. Emerging market (EM) and European equities are becoming consensus trades, but we believe they still have room to run.
2. Equity markets traded modestly higher last week. Momentum and low volatility factors outperformed as bond yields declined.
3. We expect the tone of this week’s European Central Bank (ECB) meeting to be dovish, after recent weak eurozone inflation data.


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关键词：Contrarian BLACKROCK Consensus Becomes become becoming believe factors recent expect

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