report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: A valuable earnings season kicks off
This piece is approved to use with clients.
Following last quarter’s strong equity market rally, most sectors are now trading at a valuation premium relative to history.
Market Outlooks
Weekly Investment Commentary: When market and election cycles meet
This piece is approved to use with clients.
Our concern about potential risks in the year ahead informs our current equity market views: We suggest focusing less on cyclical exposures in favor of more defensive, less economically sensitive areas.
Market Outlooks
Weekly Investment Commentary: Prepare for a plateau, not a plummet, in rates
This piece is approved to use with clients.
Persistently higher-for-longer rates may tempt some investors to plead, “Stop the ride – I want to get off!” But we see investment opportunities that make staying on board a better choice.
Market Outlooks
AOR Update: The Fed is Done What's Next?
This piece is approved to use with clients.
Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
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
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
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
Weekly Investment Commentary: A bumper crop of portfolio potential
This piece is approved to use with clients.
Over the river and through the woods to consistency we go. Historically an effective hedge against inflation, real assets appear well-suited to the current macro backdrop.