report by BlackRock
Results for ""
Policy and Regulatory Commentary
6 reasons yields may stay range-bound
This piece is approved to use with clients.
It starts with the Fed.
Market Outlooks
Focus on Equities: Taking the Long View
This piece is approved to use with clients.
Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
This piece is approved to use with clients.
The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
This piece is approved to use with clients.
George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
Market Outlooks
The old college try
This piece is approved to use with clients.
Back to school won't be business as usual this year.
Market Outlooks
It's off to work we go...
This piece is approved to use with clients.
The nation's job market continues to mend.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
This piece is approved to use with clients.
Vulnerabilities emerge at a potential turning point in its relations with the world.
Active/Passive Management
Federated Hermes tilts toward value
This piece is approved to use with clients.
Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
This piece is approved to use with clients.
Create a safe, legal immigration framework for foreign workers.
Market Outlooks
Is This Rebound for Real? And Is Now a Good Time to Double-Check Risk Tolerance?
This piece is approved to use with clients.
We take a closer look at the recent US stock market rally from its March low, and address some questions frequently asked by advisors around assessing risk and behavioral coaching in these unusual times.
Market Outlooks
‘Essential Businesses’: Managing Focused Stock Portfolios in a COVID-19 World
This piece is approved to use with clients.
Our equity portfolio managers talk about how they're navigating the COVID-19 crisis and their outlook.