report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Europe: Sticky inflation favors income
This piece is approved to use with clients.
European stocks have outperformed this year as China’s economy restarts and the energy shock proved less severe than expected.
Market Outlooks
Global Weekly Commentary: Pockets of value in stocks as rates rise
This piece is approved to use with clients.
Growth stocks have led the U.S. equity rally so far this year, halting outperformance in 2022 by value equities.
Market Outlooks
Global Weekly Commentary: Seeking income and staying nimble
This piece is approved to use with clients.
We entered 2023 arguing the new macro regime required more nimble portfolios.
Market Outlooks
Allocation Views
This piece is approved to use with clients.
The Franklin Templeton Investment Solutions team continue to anticipate that the cumulative effect of monetary policy tightening will have a dampening effect on economic activity.
Fixed Income Insights
Fixed Income Insights: Key Convictions 1Q23
This piece is approved to use with clients.
Market insights at a glance. On the heels of a turbulent 2022, valuations for fixed-income have not been this attractive in a long time.
Market Outlooks
Global Weekly Commentary: Preparing for Japan central bank shift
This piece is approved to use with clients.
Japan’s economy is starting to look like its developed market (DM) peers at least in one way: Inflation is beginning to take root after having been long missing in action for decades.