report by BlackRock
Results for ""
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
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.
Market Outlooks
Weekly Investment Commentary: Extra credit may be a plus for portfolios
This piece is approved to use with clients.
Against this backdrop of economic resilience, a likely stop to Fed rate hikes and little evidence of broadly deteriorating fundamentals, we believe commercial real estate — along with select “plus” fixed income credit sectors — warrant consideration for investors seeking higher yields and total returns.
Market Outlooks
Weekly Investment Commentary: Peak inflation piques investor interest
This piece is approved to use with clients.
Across the municipal bond landscape, we continue to prefer pairing credit risk with duration risk.
Market Outlooks
Weekly Investment Commentary: Can earnings continue to bend without markets breaking?
This piece is approved to use with clients.
Earnings growth looks poised to decline for the third quarter in a row and may mark its biggest drop since the second quarter of 2020.
Market Outlooks
Anatomy of a Recession: Economic and Market Outlook 3Q2023 | July 1st
This piece is approved to use with clients.
ClearBridge Investments, one of Franklin Templeton’s specialist investment managers, utilizes 12 different economic indicators to assess the risk of recession.