report by BlackRock
Results for ""
Market Outlooks
Stabilization might be enough
This piece is approved to use with clients.
In this Allocation Views, our Franklin Templeton Investment Solutions team see recession risks moderating in some developed economies, led by the United States, but still anticipate a period of below-trend growth to continue into 2024.
Market Outlooks
MarketScapes: Transitioning Carefully
This piece is approved to use with clients.
The Fed’s latest policy statement seems to suggest they are carefully transitioning from the question of when to stop raising rates to when to start cutting them, with an eye on inflation and growth.
Market Outlooks
MarketScapes: The Case for Separating China from Emerging Market Index Investments
This piece is approved to use with clients.
We think China’s underperformance and market trends over the past decade has caused index investors to more closely scrutinize including China in their portfolios. It may make sense to separate China from other emerging markets, given China’s distinct differences.
Market Outlooks
MarketScapes: Even in this U.S. Equity Rally, Investors Can Find Losses to Reduce Taxes
This piece is approved to use with clients.
Historically, tax expenses over time have impacted after-tax wealth more than fees or trading costs. Investors who employ tax management strategies may receive benefits of investment returns coupled with after-tax outperformance. We think volatility can create opportunities in underlying securities in any given year.
Market Outlooks
MarketScapes; Conditions Appear Favorable for Distressed Credit Investing
This piece is approved to use with clients.
As some companies face refinancing at higher rates, defaulting on their debt becomes an increasing possibility. We uncover how this could lead to attractive returns for the private distressed market.
Market Outlooks
Powell pivots policy: moving closer to rate cuts
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Market Week in Review: Key takeaways from COP28 and recent central bank meetings
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Market Outlooks
Weekly Investment Commentary: Time for stocking up on defensive positions
This piece is approved to use with clients.
Three kings who traverse afar, three ships that come sailing in and three spirits on a mission to redeem the miserly Scrooge — ’tis the season of threes.
Market Outlooks
Global Weekly Commentary: Putting money to work in 2024
This piece is approved to use with clients.
We think the new regime of greater macro and market volatility makes this the time to grab the wheel and take an active portfolio approach. Our 2024 Global Outlook outlines how we do that.
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
This piece is approved to use with clients.
One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.
Market Outlooks
Global Weekly Commentary: Three investment themes at COP28
This piece is approved to use with clients.
The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities.
Market Outlooks
Market Week in Review: Is the Reserve Bank of Australia finished with rate increases?
This piece is approved to use with clients.
Access our weekly market recap on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.