report by BlackRock
Results for ""
Market Outlooks
Weekly Market Compass: Investors gain clarity on a COVID-19 vaccine, the presidential election, Brexit negotiations, and more
This piece is approved to use with clients.
The British philosopher Bertrand Russell once said, “What men want is not knowledge but certainty.” I have been thinking a lot about that quote in the last several weeks, and how especially in such uncertain times, certainty may be more helpful than knowledge in allowing us to move forward.
Market Outlooks
Weekly Market Compass: Could the stars align for a ‘Goldilocks’ economy?
This piece is approved to use with clients.
While legal challenges are underway, the Associated Press on Saturday called Pennsylvania for Joe Biden, which would push him past the 270 Electoral Count threshold. While this process may feel like an eternity, Biden’s timing from a market perspective may be impeccable. Don’t get us wrong.
Market Outlooks
Weekly Market Compass: The US has survived contested elections and unrest before
This piece is approved to use with clients.
Well, last week was in fact a Pepto Bismol kind of week, just as I had expected. No fiscal stimulus in the US, COVID-19 cases on the rise in Europe and the US, and growing concerns about the US presidential election.
Market Outlooks
Our Global Convictions: Why We’re Staying Off the Sidelines
This piece is approved to use with clients.
Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.
Behavioral Finance
Have the Rules of Investing Changed?
This piece is approved to use with clients.
Without a doubt, the ongoing global pandemic has us re-imagining many aspects of our day-to-day life. But should investors change how they think about investing or what they can expect from their portfolios? Marta Norton, CIO for the Americas, talks about finding opportunities, protecting on the downside, and how we bring the two together when building portfolios.
Behavioral Finance
Never Waste a Good Crisis
This piece is approved to use with clients.
With so many of us Americans working and learning from home during the pandemic, it led us to ask, “How are we doing investing from home?” Here we’ll offer a few pro tips for making the most of this unusual time.
Behavioral Finance
The Future of Risk Preferences & Goals-Based Planning
Risk preferences are an important part of the financial planning process, but it needs to be considered against goals. Goal setting is where the magic happens. Risk capacity, risk required and risk reactivity are all pivotal inputs in a goals-based framework.
Alternative Investments
Understanding Gold: An Expensive Insurance Policy?
One of the most significant investment winners year-to-date in 2020 has been gold. What is behind the sudden interest in the yellow metal? We look at the history of gold as an investment and what may have been driving the rise in the price of gold in 2020.