report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: Privately protect against economic erosion
This piece is approved to use with clients.
One investment area to consider is private credit, where deal flow has picked up materially over the last couple of months.
Market Outlooks
Weekly Investment Commentary: A bumper crop of portfolio potential
This piece is approved to use with clients.
Over the river and through the woods to consistency we go. Historically an effective hedge against inflation, real assets appear well-suited to the current macro backdrop.
Market Outlooks
PMC Weekly Market Brief - November 20, 2023
PMC Weekly Market Brief - November 20, 2023
Market Outlooks
Weekly Investment Commentary: Stronger earnings point to emerging opportunities
This piece is approved to use with clients.
The EM landscape isn’t monolithic, but we’re finding opportunities among economies where growth is outperforming expectations, while exercising caution toward those with sluggish macro conditions or thorny idiosyncratic risks.
Market Outlooks
PMC Weekly Market Brief - November 13, 2023
PMC Weekly Market Brief - November 13, 2023
Market Outlooks
Weekly Investment Commentary: Where to allocate as the Fed hesitates
This piece is approved to use with clients.
Cause for pause: Economy grows, inflation slows. Equity and fixed income markets rallied in the wake of last week’s U.S. Federal Reserve decision to keep its benchmark fed funds rate unchanged for the second meeting in a row.
Market Outlooks
PMC Weekly Market Brief - November 6, 2023
PMC Weekly Market Brief - November 6, 2023
Market Outlooks
The Fed remains on hold, but proceeding carefully
This piece is approved to use with clients.
Tony Rodriguez summarizes the outcome of the latest U.S. Federal Reserve meeting.
Market Outlooks
The case for low volatility and high dividend equities in international markets
This piece is approved to use with clients.
There are reasons to be cautious in many markets, but low volatility and high/sustainable dividend stocks can help mitigate risk while providing income and equity exposure. The Franklin Templeton Investment Solutions Team weighs in.
Market Outlooks
Government incentives accelerating the shift to green energy
This piece is approved to use with clients.
Many government policies—both carrots and sticks—are driving the global transition to greener energy systems. In this piece, we compare regulatory sticks, like carbon pricing, with carrots like feed-in tariffs that subsidized solar renewables. We also discuss the role the quickly developing global industrial policy race is playing in catalyzing investments.
Market Outlooks
Weekly Investment Commentary: Real estate is yielding opportunities
This piece is approved to use with clients.
Commercial real estate has faced more than its fair share of headwinds since the beginning of the Fed’s current cycle.
Market Outlooks
PMC Weekly Market Brief - October 30, 2023
PMC Weekly Market Brief - October 30, 2023