report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Vaccines shape 2021 outlook
This piece is approved to use with clients.
Positive news on Covid vaccines gives us greater confidence that the economic restart can re-accelerate in 2021 – and that the cumulative activity loss from the virus shock will ultimately be a fraction of that seen after the global financial crisis (GFC). We prefer to look through any market volatility generated by the virus resurgence and renewed restrictions over the challenging months ahead.
Market Outlooks
Global Weekly Commentary: Investing after the U.S. election
This piece is approved to use with clients.
Joe Biden’s victory in the presidential race likely ushers in a near-term market environment dominated by low rates, a hunt for yield and growth stocks.
Market Outlooks
Weekly Macro Update: Don’t Forget the Winners & Losers that Weren’t on the Ballot
This piece is approved to use with clients.
Beyond all the victorious and defeated candidates, the U.S. election marked some fresh directions that investors need to watch.
Market Outlooks
Global Markets Weekly Update: November 06, 2020
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Weekly Macro Update: Don’t Just Follow The Ball
This piece is approved to use with clients.
Careful investors know to look where no one else is looking. This week is no exception.
Market Outlooks
Global Weekly Commentary: Our latest equity views
This piece is approved to use with clients.
Polls are suggesting a greater likelihood of a Democratic sweep in this week’s U.S. election. We are starting to incorporate themes we believe would outperform in that event, moving toward a more pro-risk stance overall despite last week’s market pullback.
Market Outlooks
Our Global Convictions: Why We’re Staying Off the Sidelines
This piece is approved to use with clients.
Despite uncertainty around upcoming elections and the ongoing pandemic, we continue to find assets we believe can deliver attractive returns over the long term. Philip Straehl, Global Head of Research, Investment Management, and Edward Fane, Portfolio Manager, discuss the macro reward-for-risk picture and why we like certain asset classes.
Market Outlooks
Global Markets Weekly Update: October 30, 2020
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Weekly Macro Update: Choosing Trump or Biden
This piece is approved to use with clients.
Investors will benefit from supportive policy under either outcome, but the impact on specific industries is much harder to predict.
Market Outlooks
Global Weekly Commentary: Changing our government bond views
This piece is approved to use with clients.
Markets are increasingly reflecting a unified Democratic government outcome that may lead to a significant fiscal expansion. This electoral outcome would bring forward the market pricing of the higher inflation regime that we were already reflecting in our strategic asset views.