report by BlackRock
Results for ""
Investing Ideas
As ETFs Boom, Trading Strategies Matter in a Volatile Market
This piece is approved to use with clients.
Capital markets haven’t been an easy road for investors to navigate in 2022, due to a bear market, red-hot inflation and rising correlations that have hampered diversification. Traditional safe havens for long-term investors have struggled too, with cash and Treasuries facing a rising-rate environment alongside historically high levels of market volatility. This uncertainty is one of the reasons behind what could be a record-breaking year in trading volume for exchange-traded funds (ETFs) due to their ability to provide investors with access to a wide variety of market sectors, attractive liquidity and low fees. In addition, many investors are using this vehicle for its tax-loss-harvesting properties as 2022 draws to a bumpy close. All of these benefits have led to a flurry of activity within ETF trading, with one sector in particular— actively managed ETFs—seeing a notable surge in popularity.
Investing Ideas
Finding Stocks with Staying Power: The Quality Dimension White Paper
This piece is approved to use with clients.
Quality in stocks can be measured in different ways. Yet the characteristics of resilient companies have something in common—they tend to underpin consistent, long-term equity return potential. Over the last decade, the MSCI World Quality Index returned 12.4% annualized, outperforming the MSCI World Index (Display 1). And during past market crises, quality stocks usually fell less than the broader market, a pattern that we’ve observed over longer time periods and in both US and global stock markets.
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
This piece is approved to use with clients.
Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
This piece is approved to use with clients.
Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
Fixed Income Insights
US core fixed income: Better positioned going into 2023?
This piece is approved to use with clients.
Greg Wilensky, Head of U.S. Fixed Income, discusses his 2023 investment outlook, including the opportunities and risks he sees in U.S. core fixed income as we head into the new year.
Investing Ideas
The forecasters were right
This piece is approved to use with clients.
Just how good an indicator of future performance are earnings predictions? Portfolio Manager Aneet Chachra considers the historical value of forecasts, and questions whether investors can use them to help guide their investment decisions, as we look ahead to 2023.
Investing Ideas
The Fed and CLOs: Well aligned?
This piece is approved to use with clients.
Portfolio Managers John Kerschner, Nick Childs, and Jessica Shill discuss why they believe collateralized loan obligations (CLOs) might be well aligned with a hawkish Fed.