report by BlackRock
Results for ""
August Webinar: What's the Market Missing?
Recent inflation trends have produced positive market sentiment, but we think global economic difficulties and some overly optimistic views of U.S. earnings growth could set up investors for disappointment. Join our experts as they go beyond the headlines and provide their perspective on what the market is missing, the risks and opportunities, and how we’re positioning to address them.
Market Outlooks
MarketScape: How to Reconcile Dueling Outlooks for U.S. Earnings
This piece is approved to use with clients.
Amid dueling forecasts, we anticipate a slight adjustment in the U.S. equity margins. Gain clarity from Deputy CIO and CIO of Global Equities Michael Hunstad, Ph.D. as he discusses current conditions.
Market Outlooks
MarketScape: A Touch of Over-Optimism with Equities Globally
This piece is approved to use with clients.
Global equities have performed well over the past month, but we think over-optimism on U.S. earnings growth in the coming years along with challenging economies in Europe and China merit caution by investors. Chief Investment Strategist for North America Chris Shipley describes how we’re positioned for this market.
Market Outlooks
China Drags Down Global Equities, to Report More Economic Indicators this Week
This piece is approved to use with clients.
China reported last week deflation and significant drops in trade. This week, China is scheduled to release retail sales and industrial production as the government may consider more economic aid.
Market Outlooks
MarketScape: How Imbalance in a Niche Private Equity Market May Spur Opportunity
This piece is approved to use with clients.
The difficult public bond and equity markets last year have created an imbalance this year in the private equity secondary market, where private equity holdings are bought and sold. Managing Director of 50 South Capital Bob Morgan explains how a buyers’ market has developed
Market Outlooks
July Ends with Solid Global Stock Gain, US Inflation May Rise
This piece is approved to use with clients.
Natural resource stocks drove July gains with economic stimulus in China. July inflation may rise to 3.3% while core inflation could stay steady.
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
This piece is approved to use with clients.
Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.