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Market Outlooks
Global Weekly Commentary: The new nominal takes shape
This piece is approved to use with clients.
We have long flagged the potential for higher inflation in the medium term, and markets have awoken to this prospect amid expectations for large U.S. fiscal stimulus. We don’t see this derailing the risk asset rally in the near term.
Market Outlooks
Student of the Market: January 2020
Stock market returns, 2020: A wild ride, Stock fund risk, Stocks after the rebound, Flow divergence, S&P Envy, & Inflation and Investments
Market Outlooks
BlackRock 2021 Global Outlook
The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.
Market Outlooks
Global Weekly Commentary: The new nominal, accelerated
This piece is approved to use with clients.
The Democrats’ newly gained majority in U.S. Congress paves the way for greater public spending but the narrow margin limits the scope for higher taxes, in our view. We expect this outcome to speed up “the new nominal”, or our expectations for stronger growth coupled with stable nominal yields, even as a more infectious virus strain threatens to make the path to a full activity restart more bumpy.
Market Outlooks
Global Weekly Commentary: Three investing lessons from 2020
This piece is approved to use with clients.
2020 was an extraordinary year for financial markets. The initial Covid shock triggered a massive selloff, followed by a risk rally that extended to the year end.
Market Outlooks
Global Weekly Commentary: Positioning for the new nominal
This piece is approved to use with clients.
A key consequence of this year’s policy revolution is the potential for a more muted response of nominal yields to higher inflation, in our view. This means investors should start positioning their long-term portfolios for this new dynamic now, in our view.