report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Fed ready to rein in but not reverse rates
This piece is approved to use with clients.
In the first quarter, our Global Investment Committee upgraded its outlook on emerging markets equity and debt, a view we still hold. Last week’s likely pause in Fed rate hikes could be a catalyst for further weakening of the U.S. dollar, which has already declined about 6% from its October 2022 high relative to EM currencies.
Market Outlooks
The value of small caps for the road ahead
This piece is approved to use with clients.
Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Investing Ideas
Do fund flows affect market prices?
Curated content for RIAs.
Is there a statistical relationship between fund flows and market price moves? Portfolio Manager Aneet Chachra evaluates and quantifies the linkage between equity fund flows and simultaneous price moves in the S&P 500® Index.
Market Outlooks
Productivity: The antidote to an inflationary era
Curated content for RIAs.
Head of Global Asset Allocation Ashwin Alankar explains how adopting productivity-enhancing innovations can help corporations defend margins and earnings in an era of higher inflation.
Market Outlooks
The Fed hikes once more
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields fall, awaiting a last Fed hike
This piece is approved to use with clients.
U.S. Treasury yields fell amid mixed U.S. economic data ahead of this week’s U.S. Federal Reserve meeting.