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Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
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Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Market Outlooks
Global Weekly Commentary: Death of the office? Far from it.
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The pandemic has led to widespread remote working, raising doubts about the future of offices. We believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations.
Market Outlooks
AAM Viewpoints: Post-pandemic investment opportunities in Europe
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After many false starts, Europe is finally emerging from an incredibly difficult 18 months of battling Covid-19. As measured by data compiled by worldometers.info, 19 of the 25 nations with the highest Covid-19 death rates per million in the world were European.
Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
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We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.
Market Outlooks
AAM Viewpoints: The great transitory debate. Breaking down the latest inflation numbers.
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Through the first half of 2021, fixed-income investors have been faced with their greatest fear: inflation.
Market Outlooks
Global Weekly Commentary: Fed catches up with restart reality
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The Fed surprised markets by embracing higher inflation and heralding a lift-off from zero rates in 2023, rather than 2024.
Market Outlooks
AAM Viewpoints: Welcome to the "Rorschach Market"
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The Rorschach inkblot test was created in 1921 to analyze how individuals who view the exact same picture perceive and interpret external reality.
Market Outlooks
Global Weekly Commentary: What lies beyond the restart?
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BlackRock’s senior executives and portfolio managers gathered virtually at our midyear outlook forum at a critical juncture in markets – with a pro-risk consensus over the tactical horizon.