report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Favorable economic data push Treasury yields lower
This piece is approved to use with clients.
U.S. Treasury yields fell across the curve, as U.S. consumer price data showed a further moderation in inflationary pressures.
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
This piece is approved to use with clients.
In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall sharply on promising economic data
This piece is approved to use with clients.
U.S. Treasury yields fell across the curve to start the year.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
This piece is approved to use with clients.
We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Market Outlooks
A Ripe Environment for Value Valuations
This piece is approved to use with clients.
As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a higher-quality portfolio for a discounted price relative to the index, creating an attractive entry point for our actively managed small- to mid-cap value strategies. But before we get to that, let’s take a step back and look at how we got here.
Market Outlooks
Lessons From a Chaotic Year
This piece is approved to use with clients.
Olga and Hugo review their predictions and explore what surprised them in 2022, focusing on gross domestic product (GDP), interest rates, earnings growth, energy prices, and the dollar.