report by BlackRock
Results for ""
Macroeconomic & Geopolitical
April jobs report: Labor market strength defies Fed tightening
Market response
Macroeconomic & Geopolitical
Corporate earnings: Growth clouds have arrived
While many macro signals have already triggered current recessionary conditions in some pockets of the economy, the 4Q22 inversion of the 3m10y Treasury yield curve means that investors need to prepare portfolios for the volatile period that is likely ahead.
Alternative Investments
The Case for Real Assets: Staying Ahead of Inflation
Investors’ real rate of return = Nominal rate of return – Inflation rate. Learn about how inflation can affect your clients' real assets.
Portfolio Construction Insights
Core Portfolio Construction
This piece is approved to use with clients.
What four principles do investors need to consider when it comes to core construction? Matthew Bartolini shares.
Macroeconomic & Geopolitical
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
Last week, as the stock market came under pressure, Federal Reserve Chairman Powell testified to Congress that the Fed could, and would, remain exceptionally accommodative on the monetary policy front.
Alternative Investments
There’s no place like home
There really is no place like home, which brings us to the housing market, and what it might mean for the US economy and US consumer as we battle back from the COVID-19 caused recession.