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Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
This piece is approved to use with clients.
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
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
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.
Market Outlooks
Global Weekly Commentary: ECB - keeping up the pace
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We expect the ECB to maintain its current pace of asset purchases even as the economic restart gains traction.
Market Outlooks
Global Weekly Commentary: Gauging geopolitical risks
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The market focus is on the restart and inflation - and less on geopolitical risks – yet it’s worth watching specific risks as flareups could catch investors off guard.
Market Outlooks
Market GPS: Equity Perspectives
Featuring the latest quarterly insights from our investment teams:
- Powerful factors coalescing for a rebound in U.S. travel and leisure.
- Health care’s innovation shifts into high gear.
- Technology: solutions for a sustainable future in transport.
- Emerging market equities: China’s “smart” opportunity.
Fixed Income Insights
Market GPS: Fixed Income Perspectives
Featuring the latest quarterly insights from our investment teams:
- Rising bond yields - a validation of recovery or a challenge?
- Don’t fight the wave of rising rates, surf it.
- Harvesting higher yields in today’s bond markets.
- ESG in credit investing: themes, considerations, and implementation.