report by BlackRock
Results for ""
Macroeconomic & Geopolitical
Recession Resistance: Can We Prove That Recessions Don't Matter?
Increasingly, investors seem focused on the potential for a recession. In this webcast, we discuss...
Macroeconomic & Geopolitical
PodCast: Episode 34: Revenge of the Old Economy
This piece is approved to use with clients.
Low interest rates and a focus on being green led to significant underinvestment in the old economy. Netflix rose and Exxon fell. But we’re now beginning a rotation away from the new economy back to the old, says Jeff Currie, global head of commodities research at Goldman Sachs. In this episode of The Active Share, Jeff tells Hugo how he sees the future of energy, from green tech to oil, from the east to the west—who will win, who will lose, and how investors can prepare.
Market Outlooks
2023 Outlook: Inflation, Recession, Valuations, and Retirement
This piece is approved to use with clients.
What are the positive client messages we can share leading into 2023? With inflation and a recession on everyone’s minds, what actions make sense to support clients? Morningstar Investment Management’s Americas CIO Marta Norton and Head of Research Philip Straehl share their perspective on the outlook, address the implications on client portfolios, and look at potential actions to be taken.
Personalization
An Inside Look at Direct Indexing
This piece is approved to use with clients.
Direct indexing is becoming a key addition to financial advisors’ toolkits. It provides the ability to tailor an index, like removing a stock or even industry, which can bring the fun back to investing and help with after-tax outcomes.So, what’s all the fuss about? What are the salient points you need to know? Who’s it right for? And what are the thorny issues to weigh?
Macroeconomic & Geopolitical
The End of the World As We Know It
This piece is approved to use with clients.
There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan...
Market Outlooks
Replay: Investing Amidst Uncertainty: Help to Address Investor's Current Concerns and Effects of Global Conflict
We provide our take on inflation, rising rates, and market impact, a look at how global conflict is affecting markets, supply chain, and portfolios, and our talking points for addressing the current market with investors.