report by BlackRock
Results for ""
Market Outlooks
Finding Dividends in Today’s Markets
This piece is approved to use with clients.
George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
This piece is approved to use with clients.
Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.
Market Outlooks
U.S. vs. International Stocks: Will Next Decade’s Performance Look Different From the Last?
This piece is approved to use with clients.
International equity markets have trailed the U.S. for more than a decade. Does that make this asset class an opportunity or a value trap? We describe why we think international markets are poised for outperformance.
Market Outlooks
After the Rebound, Is It Time to Sell?
This piece is approved to use with clients.
We believe markets have priced in a fairly optimistic economic recovery from the coronavirus crisis, but some markets have increased significantly, while others have lagged. Here’s our take on long-term opportunities.
Behavioral Finance
Behavioral Lessons in Difficult Times
This piece is approved to use with clients.
Even in the best of times, investing can be challenging. Ryan Murphy, Morningstar Investment Management head of Decision Sciences, discusses how, in difficult times, it can be helpful for investors to take pause.
Market Outlooks
Our Valuation-Driven Asset Allocation Views Looking Beyond COVID-19
This piece is approved to use with clients.
While we haven’t faced a global pandemic of this kind before and the path to normalization is uncertain, we are encouraged by the aggressive policy response from central banks and governments which we think will be effective in averting a financial crisis. Thus, we think the recent sell-off has created significant opportunities for long-term investors like us. Read our commentary to learn our latest thinking.
Market Outlooks
Markets in Crisis: Q1 Update and a Look Ahead
This piece is approved to use with clients.
In this podcast, Andrew Lill, CEO, Americas, and Philip Straehl, head of capital markets & asset allocation, Americas, discuss the extraordinary markets in the first quarter of 2020, and share some thoughts on where they see opportunity in the days ahead.
Market Outlooks
Crisis or Opportunity? 3 Simple Ways to Think About Markets Today
This piece is approved to use with clients.
The coronavirus pandemic has brought uncertainty to today's markets and complexity to the way we think about the future. To simplify, President and Global CIO Daniel Needham offers a few key points for both advisors and investors to remember in these unprecedented times.
Market Outlooks
Staying the Course Versus Timing the Market
This piece is approved to use with clients.
Being a long-term investor doesn't mean sitting idle in volatile times. Here's how we think about investing in market downturns.
|