report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: What’s scarier: central banks or inflation?
This piece is approved to use with clients.
A cash conundrum. Immutable central bank policy has dampened investor enthusiasm across many markets and asset classes.
Market Outlooks
Market Week in Review: Bank of Canada surprises markets with smaller-than-expected rate hike
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed chatter boosts Treasury yields further
This piece is approved to use with clients.
Long U.S. Treasury yields continued to rise, though the short end rallied on less hawkish signals from the U.S. Federal Reserve. Following an almost certain 75 basis point hike in November, the magnitude of future hikes is less assured.
Market Outlooks
Weekly Investment Commentary: Revisiting REITs
This piece is approved to use with clients.
It might be time to consider taking some real estate allocations public. Both public and private real estate investments have provided healthy returns during past rate hike cycles.
Market Outlooks
Market Week in Review: Key takeaways from China’s National Party Congress
This piece is approved to use with clients.
Market Week in Review is a weekly market update on global investment news in a quick five-minute video format. It gives you easy access to some of our top investment strategists.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
This piece is approved to use with clients.
U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.
Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
This piece is approved to use with clients.
Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.