report by BlackRock
Results for ""
Market Outlooks
Rise in unprofitable companies: Active management’s time to shine
Quick takes on capital markets
Market Outlooks
Weekly Investment Commentary: AI rallies the tech troops as equities march higher
This piece is approved to use with clients.
Blockbuster potential, with some caveats. Part sci-fi cautionary tale, part celebration of the human capacity to love, Steven Spielberg’s A.I. Artificial Intelligence was released on a day in 2001 when the tech-heavy Nasdaq Composite Index closed 57% lower than its dot-com bubble peak.
Market Outlooks
Weekly Investment Commentary: Farmland: Cream of the inflation hedge crop?
This piece is approved to use with clients.
Real assets — historically an effective hedge against inflation — appear well-suited for the current backdrop.
Macroeconomic & Geopolitical
Debt limit deal: The aftermath
With inflation remaining sticky and the labor market proving extremely resilient, a further policy rate hike is likely from here, while a rate cut this year is almost certainly not in the cards.
Market Outlooks
Weekly Investment Commentary: Commercial real estate not vacant of opportunity
This piece is approved to use with clients.
Under the microscope, not under the bus. This spring’s banking sector turmoil has investors casting a wary eye on commercial mortgage-backed securities (CMBS).