report by BlackRock
Results for ""
Policy and Regulatory Commentary
House Chaos a Preview of What’s to Come
This piece is approved to use with clients.
Let’s take a look at what happened, and what it could mean for the ability of Congress to shape federal policy — or get anything done — over the next two years.
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.
Policy and Regulatory Commentary
Why a One-Seat Senate Pickup is a Big Deal for Democrats
This piece is approved to use with clients.
And that’s a wrap. Well almost.
Macroeconomic & Geopolitical
The End of the World As We Know It
This piece is approved to use with clients.
There’s no debating that we’re in tumultuous times, but who’s coming out ahead and who will be left behind? We asked geopolitical strategist Peter Zeihan...