report by BlackRock
Results for ""
Market Outlooks
Tectonic Shifts in the Investing Landscape
This piece is approved to use with clients.
Much like the heat from radioactive processes inside the Earth causes tectonic plates to move—sometimes in one direction and sometimes in another—the dynamic shifting of corporate winners and losers remains a constant.
Market Outlooks
10 Reasons We Still Like Industrials
This piece is approved to use with clients.
As the Ukraine conflict continues and COVID ramps up in parts of the world, it seems like all eyes are focused on supply-chain dynamics and labor shortages, which could, in theory, bode poorly for industrials—but a recent research trip abroad only solidified our view that these stocks are well positioned for growth (and deserve their overweight in our broader global equity portfolios). Here are 10 observations about industrials.
Market Outlooks
The golden rule
This piece is approved to use with clients.
If there's no recession in sight, stay bullish.
Market Outlooks
The path for growth investing hasn't changed
This piece is approved to use with clients.
Megatrends and secular shifts continue to create long-term opportunities.
Market Outlooks
Chips are down but auto ABS opportunity is up
This piece is approved to use with clients.
Semiconductor shortage is an all-around positive for these asset-backed securities.
Market Outlooks
The energy-inflation connection can't be ignored
This piece is approved to use with clients.
There's only so much innovation can do as accelerating growth drives up demand.
Market Outlooks
Historic Volatility, Election Uncertainty, & The Fed’s Dilemma
This piece is approved to use with clients.
Marc’s Market Insights
Market Outlooks
Stimulus Stalled, An Antitrust Storm, & More Market Turbulence
This piece is approved to use with clients.
Redefining Income in a Low Yield World: Historically, investors in or near retirement have relied primarily on bonds for “mailbox money” necessary to fund their golden years. Going forward, investors and advisors will need to redefine their concept of “income” and reconsider how they fill their “mailbox”.
Market Outlooks
Economic recovery accelerates
This piece is approved to use with clients.
A rebound led by the labor market, housing, autos, manufacturing and consumers.
Market Outlooks
The old college try
This piece is approved to use with clients.
Back to school won't be business as usual this year.
Market Outlooks
It's off to work we go...
This piece is approved to use with clients.
The nation's job market continues to mend.