report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: An equity allocation that literally pays dividends
This piece is approved to use with clients.
Market breadth has been improving. Following the dominance of mega-cap growth stocks this year, the U.S. equity market rally has broadened, with more sector, style and capitalization segments participating.
Market Outlooks
Investment Perspective: Goldilocks Without the Bears?
This piece is approved to use with clients.
Elevated U.S. equity valuations could indicate too much complacency in the market, given the potential for a stalling global economy.
Market Outlooks
MarketScape: Why Diversification Is at Risk
This piece is approved to use with clients.
Inflation has driven up stock and bond correlations and fewer companies are influencing returns in equity indexes. CIO of Global Equities Michael Hunstad, Ph.D., analyzes how this complicates investors’ diversification efforts.
Market Outlooks
MarketScape: September Rate Hike? Fed Doesn’t Close Doors
This piece is approved to use with clients.
After announcing a widely anticipated rate hike of a quarter point on Wednesday, the Fed keeps the market guessing about a September decision. Head of Global Macro for Global Fixed Income Antulio Bomfim, Ph.D., analyzes how the Fed may make its decision and explains what investors should watch for.
Market Outlooks
US Energy and Financial Sectors Support Stocks, Fed and ECB May Hike Rates This Week
This piece is approved to use with clients.
U.S. equity gains led global regions last week with support from energy and financial companies. Futures trading indicates 0.25% hikes from the Fed and ECB.
Fixed Income Insights
Municipal bonds: Technical tailwinds persist and credit remains strong
This piece is approved to use with clients.
Outlook on the quarter ahead from Daniel Close, Head of Municipals.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise, awaiting Fed action
This piece is approved to use with clients.
U.S. Treasury yields rose slightly, retracing some of the recent rally, ahead of this week’s U.S. Federal Reserve meeting. Markets are pricing in almost 100% odds of a rate hike in the continued effort to control U.S. inflation.