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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.
Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
This piece is approved to use with clients.
We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Fixed Income Insights
Save Should Not Mean Sacrifice
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Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.