report by BlackRock
Results for ""
Market Outlooks
MarketScape: How Imbalance in a Niche Private Equity Market May Spur Opportunity
This piece is approved to use with clients.
The difficult public bond and equity markets last year have created an imbalance this year in the private equity secondary market, where private equity holdings are bought and sold. Managing Director of 50 South Capital Bob Morgan explains how a buyers’ market has developed
Market Outlooks
Weekly Investment Commentary: A defensive upgrade to portfolio positioning
This piece is approved to use with clients.
With the likelihood of stubborn inflation in the medium-term, investors who doubt that the current equity rally has additional fuel may want to consider global infrastructure.
Market Outlooks
The Fed hikes again as expected
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
This piece is approved to use with clients.
Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
MarketScape: Why Diversification Is at Risk
This piece is approved to use with clients.
Inflation has driven up stock and bond correlations and fewer companies are influencing returns in equity indexes. CIO of Global Equities Michael Hunstad, Ph.D., analyzes how this complicates investors’ diversification efforts.
Market Outlooks
MarketScape: September Rate Hike? Fed Doesn’t Close Doors
This piece is approved to use with clients.
After announcing a widely anticipated rate hike of a quarter point on Wednesday, the Fed keeps the market guessing about a September decision. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.
Market Outlooks
2023 midyear GIC outlook: Testing the waters
Nuveen’s Global Investment Committee offers our outlook for midyear 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.