report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Guide to our 2020 outlook
This piece is approved to use with clients.
We see a big shift in the macro environment in the year ahead – as the dovish monetary policy pivot of 2019 fades as a market driver. We detail these views in our 2020 Global outlook.
Market Outlooks
Weekly Wire: Small Caps have been packing a punch, and that could be big for the market
This piece is approved to use with clients.
One needn’t be a fan of Ant-Man and The Wasp to appreciate small things can pack a powerful punch. As it is with superheroes, so it is with stocks.
Market Outlooks
Weekly Investment Commentary: Markets need better economic and trade news to keep rising
This piece is approved to use with clients.
Since the summer, investors have grown significantly less pessimistic about the global economy and financial markets. Stock prices have been rising as investors have been moving money into equities.
Market Outlooks
Global Weekly Commentary: Taking stock of our 2019 views
This piece is approved to use with clients.
In 2019 the key drivers of global markets have been trade tensions and central bank easing, in our view. We were early to see that a protectionist push would hurt the industrial cycle and business investment — a key reason for our global growth downgrade. And we were correct to say that government bonds would play a crucial role as ballast during equity sell-offs even at low yields. But we did not see such a strong and persistent flight to safety and the unusual synchronized easing pivot from central banks at this advanced stage in the expansion.
Market Outlooks
Weekly Wire: The US continues to lead the global equity market race
This piece is approved to use with clients.
When it comes to the global equity market race, well, it hasn’t been much of a race. With US equities – as measured by the S&P 500 Index (S&P 500) – up 254% over the past 10 years and 18% in 2019 vs. developed international equities – as measured by the MSCI EAFE Index – up 74% and 10% and emerging international equities – as measured by the MSCI EM Index – up 90% and 7%, respectively, through the end of August.
Market Outlooks
Weekly Investment Commentary: We may be seeing a shift toward cyclical and value styles
This piece is approved to use with clients.
Global stock markets enjoyed a third week of gains, as global monetary policy continued to ease and as trade tensions lessened (or at least did not get worse). The European Central Bank ramped up its easing policies and the Federal Reserve looks set to cut rates this week, which helped the overall risk-on sentiment.
Market Outlooks
Global Weekly Commentary: Lower growth, higher inflation
This piece is approved to use with clients.
Markets breathed a sigh of relief last week on signs of easing U.S.-China trade tensions. We see ongoing policy support, the absence of obvious financial system vulnerabilities and resilient consumer spending helping extend the U.S. economic expansion.
Market Outlooks
Weekly Investment Commentary: Equity prices rise again, largely erasing recent losses
This piece is approved to use with clients.
Equity markets extended their gains for a second week, following a four-week losing streak. Investor sentiment was boosted by news that the U.S. and China plan to meet early next month to discuss trade issues, although it is still unclear how much progress may be made.