report by BlackRock
Results for ""
Macroeconomic & Geopolitical
A Step Ahead: Everyone's Quitting Their Jobs. Good!
This piece is approved to use with clients.
Olga and Hugo explain why the Great Resignation is the wrong story to describe what’s happening in the U.S. labor market. Job turnover is a welcome sign for the economy, and wage increases for low-income workers can boost economic growth.
Market Outlooks
Before and After: How Ukraine Changed Our Outlook
This piece is approved to use with clients.
Just when we thought the world economy was regaining its footing, a military conflict in Europe has led us to reconsider our outlook for growth and inflation.
Market Outlooks
Weekly Market Compass: Bear sightings: What bear markets could mean for investors
This piece is approved to use with clients.
We live in a suburb with a lot of wildlife.
Market Outlooks
Weekly Market Compass: Is everything going according to plan?
This piece is approved to use with clients.
It was another wild week for assets, with major stock indices — and many other asset prices — down.
Market Outlooks
Weekly Market Compass: Markets struggle to adjust in the face of Fed uncertainty
This piece is approved to use with clients.
I’m so old that I can remember “pre-QE” fixed income markets — the time before quantitative easing when yields were more normal.
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
Weekly Market Compass: Looking for a ‘glass half full’ after a tough month for markets
This piece is approved to use with clients.
Well, there’s no other way to describe April than that it truly was a mensis horribilis.
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.