report by BlackRock
Results for ""
Market Outlooks
Taking the Long View on Market Volatility: A Global Equities Conversation
This piece is approved to use with clients.
Structural shifts in the global economy and market dynamics continue to drive volatility in equities: what should smart investors be doing right now?
Market Outlooks
Revisiting U.S. Growth in a Challenging Environment
This piece is approved to use with clients.
Portfolio Managers Doug Rao and Brian Demain discuss the changing market environment for growth equities ‒ from the Russia/Ukraine conflict to repercussions developing from the COVID policy response.
Investing Ideas
Breaking Down Plastic Pollution
This piece is approved to use with clients.
Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Market Outlooks
Weekly Macro Update: Globalization is Still Strong, but Changing
This piece is approved to use with clients.
Global integration has clearly not stopped, but it is changing. Even with the pandemic’s disruption of global supply chains and rising U.S.-China tensions, investors should continue to count on a world that seems to be further integrating, rather than falling apart.
Market Outlooks
Weekly Macro Update: No Stopping China’s Restocking
This piece is approved to use with clients.
FIFO gives China the global distribution edge across export sectors, even those that fell.
Market Outlooks
Weekly Macro Update: What Will Kill This Market?
This piece is approved to use with clients.
Something will at some point, but the most plausible downside scenarios still look like a stretch for this year and next.
Market Outlooks
Weekly Macro Update: The Emerging Markets Recovery & The Race Ahead
This piece is approved to use with clients.
With the Fed’s “tapering” clock now officially ticking, many Emerging Markets face an even more urgent challenge to tackle the pandemic.
Fixed Income Insights
Save Should Not Mean Sacrifice
This piece is approved to use with clients.
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.