BlackRock's Doll backs large caps

Bob Doll, who is also lead portfolio manager of the company’s Large Cap Series funds, said while the US region was lagging behind other sectors, top-end multi-national companies would perform strongly as first quarter earnings had been strong. “Non-US economic growth remains strong,” he said. “A number of companies have indicated in their first-quarter earnings reports that gains in their international businesses have been offsetting domestic weakness, and sectors of the market that tend to have high exposure to non-U.S. earnings streams have all been performing quite well.” Doll expl...