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Market Outlooks
Global Weekly Commentary: A strong restart, not a recovery
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We see the path out of the Covid-19 shock as a “restart” – not a typical business cycle “recovery.” The key reasons are the distinct nature of the shock, broad-based pent-up demand and different inflation dynamics.
Market Outlooks
Webcast: Innovation is Eating the World … Faster
Fuel has been thrown on the flame of many of the secular trends that were driving market returns prior to COVID-19, dramatically accelerating the adoption of these themes. E-commerce, digital media and medical technology, to name a few, are trends creating opportunities for forward-thinking investors.
Retirement
The Not-So-Easy Steps to Investing Success
This piece is approved to use with clients.
While investors will always be looking for ways to time the markets, there are no shortcuts to investing success. Retirement Director Ben Rizzuto considers the lessons to be learned from the recent GameStop trading activity and outlines three steps to building a strategic long-term investing plan.
Market Outlooks
Student of the Market: March Edition
Stay on top of changing market environments by learning from their historical parallels.
Market Outlooks
Global Weekly Commentary: Leaning further into cyclicality
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The UK has led the developed world in the pace of its vaccine rollout, with the euro area set to catch up after a slower start. Vaccine rollouts and fiscal spending are paving the way for an accelerated global restart, reflected in a recent rise in real rates. This supports a broadening of the cyclical tilt in our tactical views, with our recent debut of a UK equities overweight and upgrading euro equities to neutral.
Market Outlooks
Global Weekly Commentary: Climate transition: a driver of returns
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We are incorporating the effects of climate change – and of the climate transition – in our return assumptions, as we believe avoiding climate-related damages will help drive growth and improve returns for risk assets. We see climate-resilient sectors as potential beneficiaries of a “green” transition, and are strategically overweight DM equities as they are skewed toward these sectors.