report by BlackRock
Results for ""
Market Outlooks
More job report fireworks
This piece is approved to use with clients.
The labor market continues to heal in remarkable fashion.
Market Outlooks
International equities have room to run
This piece is approved to use with clients.
Despite strong returns off March lows, we see more opportunity ahead.
Policy and Regulatory Commentary
Fiscal policy matters
This piece is approved to use with clients.
Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely
Market Outlooks
The strangest recession in history
This piece is approved to use with clients.
Numbers are still pretty awful; the consumers' moods aren't.
Fixed Income Insights
For fixed income, it's a tale of two walls
This piece is approved to use with clients.
A wall of worry vs. a wall of liquidity is limiting back-half options.
Market Outlooks
AAM Viewpoints: What do Valuations Typically do in the aftermath of Bear Markets?
This piece is approved to use with clients.
The broad equity market as measured by the S&P 500 index has rebounded sharply off the March 23 lows gaining 41.7% (price basis) as of this writing (3/23/20 to 7/08/20).
Market Outlooks
AAM Viewpoints: Why Sustainability is having a “Good Crisis”
This piece is approved to use with clients.
Sustainability and ESG (Environmental, Social, and Governance) are the new buzz words in investing but – despite their popularity – they are often poorly understood.
Market Outlooks
AAM Viewpoints: Municipal Market’s Swift Recovery Overshadows Tailwinds
This piece is approved to use with clients.
One thing is for certain, there has been no lack of conversation surrounding the shape of the recovery across both equity and fixed income markets.
Market Outlooks
AAM Viewpoints: Recession Now Official; New Bull Market Emerges
This piece is approved to use with clients.
In my Viewpoints commentary from mid-March, we were in the throes of a record selloff with a drop in asset prices across all asset classes. The COVID-19 pandemic was firmly entrenched in the northeast United States and spreading quickly.
Market Outlooks
AAM Viewpoints: Promising sub-industries in a Post-Covid-19 World
This piece is approved to use with clients.
It’s no secret the world has gone crazy and there will be many rippling effects across the economy, many of which we can already measure as analysts pump out article after article about record-breaking indicators – often causing more fear than anything else.
Market Outlooks
The strange irony of Covid-19
This piece is approved to use with clients.
The pandemic is exposing opportunities and the benefits of active management.
Portfolio Construction Insights
In search of tomorrow's winning stocks
This piece is approved to use with clients.
The approach is the same regardless of the environment.