report by BlackRock
Results for ""
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
This piece is approved to use with clients.
In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
This piece is approved to use with clients.
We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.
Market Outlooks
Weekly Investment Commentary: 2023: Shifting gears from inflation to recession
This piece is approved to use with clients.
For equities, the best offense is a good defense — in the near term. Heading into year-end, we continue to prefer defensive equity positioning, allocating to dividend growth stocks and U.S. public infrastructure, which can serve as a hedge against sticky inflation.
Market Outlooks
Weekly Investment Commentary: Infrastructure investments could help bridge a recession gap
This piece is approved to use with clients.
It may be time to reduce cyclicality. We anticipate weaker economic growth will translate into a rougher period for corporate earnings, which could put further pressure on equity markets.
Market Outlooks
Weekly Investment Commentary: Oasis or mirage? Equities ponder the economic horizon
This piece is approved to use with clients.
Our base case calls for a continued deceleration of inflation through the first half of next year, although it should remain elevated and well above the Fed’s 2% target.