report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Yearning for earnings growth
This piece is approved to use with clients.
With the end of the interest rate hiking cycle approaching, certain equity sectors that were among the hardest hit by rising rates over the past year may now be poised to benefit. Within information technology, we believe software could get a big boost.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
This piece is approved to use with clients.
It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Market Outlooks
Banking Turmoil: Outlook and Investment Implications
This piece is approved to use with clients.
While the full impact of the turmoil in the banking industry and the Fed’s response is still unknowable, we are gaining perspective on its economic impact, and thus its investment implications.
Market Outlooks
Weekly Investment Commentary: Why cash isn’t king
This piece is approved to use with clients.
Amid higher interest rates, economic uncertainty and (most recently) banking sector turmoil, many investors have moved into higher-than typical allocations
Market Outlooks
Weekly Investment Commentary: Fed hikes as the banking sector collides with inflation
This piece is approved to use with clients.
Higher rates are contributing to banking issues, and should result in slower growth.
Market Outlooks
Global Investment Committee 2Q 2023 Outlook: Caught in a holding pattern
This piece is approved to use with clients.
Nuveen’s Global Investment Committee offers our outlook for 2Q 2023, with a focus on asset allocation views, our best ideas across asset class and portfolio construction themes.