report by BlackRock
Results for ""
Market Outlooks
U.S. election: too early to call
The U.S. election result was too early to call on Nov. 4, raising the prospect of a period of uncertainty as vote counting of absentee and mail-in ballots continues in several battleground states
Market Outlooks
Global Weekly Commentary: Our latest equity views
This piece is approved to use with clients.
Polls are suggesting a greater likelihood of a Democratic sweep in this week’s U.S. election. We are starting to incorporate themes we believe would outperform in that event, moving toward a more pro-risk stance overall despite last week’s market pullback.
Market Outlooks
Global Weekly Commentary: Changing our government bond views
This piece is approved to use with clients.
Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.
Market Outlooks
Global Weekly Commentary: Restructuring opportunities
This piece is approved to use with clients.
Many companies may need to turn to private credit to restructure post-Covid. We see potential for such investments to serve as growth assets and diversifiers when new sources of portfolio resilience are needed.
Policy and Regulatory Commentary
See Through Election Uncertainty
Investors have seen more than their fair share of market volatility in 2020… and it isn’t over yet.
Market Outlooks
Student of the Market: October 2020
A monthly piece with timely charts and historical data leading into the election.
Market Outlooks
Global Weekly Commentary: UK: a case study in virus dynamics
This piece is approved to use with clients.
We zero in on the UK this week to highlight the three main signposts we use to assess the impact of the coronavirus: the pace of the economic restart, the state of policy support and evidence of permanent economic damage.