report by BlackRock
Results for ""
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Market Outlooks
Accelerating Growth for 2021?
This piece is approved to use with clients.
Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
Nobody Likes to Pay More for Stuff. So Why Does The Fed?
This piece is approved to use with clients.
Given the shutting down of the economy last year, and the subsequent collapse in demand and prices, the year-on-year comparisons into 2021 pretty much guaranteed a dramatic jump in prices as the economy reopened; stressed supply chains are adding to inflationary pressures.
Market Outlooks
Global Weekly Commentary: Mind the (rate expectation) gap
This piece is approved to use with clients.
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
This piece is approved to use with clients.
Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
Market Outlooks
Global Weekly Commentary: Why we remain pro-risk
This piece is approved to use with clients.
A powerful economic restart is underway in the U.S. – with Europe and emerging markets (EMs) set to follow. At the same time our new nominal theme has been playing out, with a hefty jump in inflation expectations but a more muted rise in nominal yields. Against this backdrop, we reiterate our pro-risk stance and refine our tactical views in response to adjustments in market pricing and valuations.