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Market Outlooks
Global Weekly Commentary: Valuation: not a worry for now
This piece is approved to use with clients.
Equity valuations have been top of mind after major stock indexes have scaled new highs. Last week’s volatile market moves as a result of technical deleveraging added fuel to these concerns. We do not see risk asset valuations as obviously stretched overall, and expect low interest rates – and a vaccine-led restart – to support risk assets over the next six to 12 months.
Market Outlooks
Global Weekly Commentary: The new nominal takes shape
This piece is approved to use with clients.
We have long flagged the potential for higher inflation in the medium term, and markets have awoken to this prospect amid expectations for large U.S. fiscal stimulus. We don’t see this derailing the risk asset rally in the near term.
Sustainable Investing
Think Sustainable
This investor guide answers four key questions to help get started with sustainable investing.
Market Outlooks
Student of the Market: January 2020
Stock market returns, 2020: A wild ride, Stock fund risk, Stocks after the rebound, Flow divergence, S&P Envy, & Inflation and Investments
Market Outlooks
BlackRock 2021 Global Outlook
The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate.
Client Relationships
Help Your Clients Understand the Markets and Their Portfolios
While the markets have seemingly recovered from the early impact of COVID-19, the past few months have been a reminder that unpredictability is a part of investing, and downturns are inevitable.
Market Outlooks
Global Weekly Commentary: The new nominal, accelerated
This piece is approved to use with clients.
The Democrats’ newly gained majority in U.S. Congress paves the way for greater public spending but the narrow margin limits the scope for higher taxes, in our view. We expect this outcome to speed up “the new nominal”, or our expectations for stronger growth coupled with stable nominal yields, even as a more infectious virus strain threatens to make the path to a full activity restart more bumpy.
Market Outlooks
Global Weekly Commentary: Three investing lessons from 2020
This piece is approved to use with clients.
2020 was an extraordinary year for financial markets. The initial Covid shock triggered a massive selloff, followed by a risk rally that extended to the year end.