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Market Outlooks
Global Weekly Commentary: Liftoff ? EM has already taken off
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As U.S. inflation is hitting three-decade highs, market talk has been all about “liftoff:” When will the Federal Reserve and others start raising their policy rates? This is old news in emerging markets (EMs), where many countries have already raised rates to try to tamp down inflation.
Market Outlooks
AAM Viewpoints: Higher prices: The buck stops with you
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As companies continue to grapple with higher costs associated with commodities and transportation, there is certainly chatter in the boardrooms around cost-saving strategies in order to preserve sales and margins.
Market Outlooks
Global Weekly Commentary: Inflation at heart of our Outlook Forum
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Inflation was at the heart of debates among BlackRock portfolio managers at our 2022 Outlook Forum last week.
Market Outlooks
Student of the Market: November
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
AAM Viewpoints: Opportunity in equity income
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Currently, there is a one-two punch threatening income investors.
Market Outlooks
Global Weekly Commentary: EM climate matters to global returns
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Climate change and the transition to a low-carbon future will be a key driver of long-term asset returns.
Market Outlooks
AAM Viewpoints: Commodities: A catalyst for emerging markets
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This is a short follow up to our September commentary, “Emerging Markets are Undervalued.”
Market Outlooks
Global Weekly Commentary: Corporate earnings beyond the restart
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Strong earnings growth is due to the strong economic restart – and the realization of such strength was priced in by higher multiples last year as stocks surged back from the Covid-19 shock.