report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Earnings expectations look too high
This piece is approved to use with clients.
Stocks are starting to reflect the economic damage of rate hikes.
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.
A New Era of Investing Dawns
This piece is approved to use with clients.
As we settle into the first quarter of 2023, it’s worth discussing the current cycle and the implications for markets in 2023—but the bigger issue is the developing likelihood we have begun to shift into a different economic and market environment, marking a different era than we have seen in the decade-plus since the Global Financial Crisis (GFC).
Turning Points for 2023
This piece is approved to use with clients.
Olga and Hugo walk into the new year with an eye on potential trend shifts, such as the end of U.S. interest-rate hikes and a weakening U.S. dollar. They discuss China’s reopening as a source of growth and consider what it might take to launch the next bull market in global equities.
Investing in Health and Wellness
This piece is approved to use with clients.
Health and wellness are not confined to New Year’s resolutions—they are a state of mind and being that has grown into a trillion-dollar global economy. This rapid growth was spurred on largely by the COVID-19 pandemic and has created many unique investment opportunities.
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.