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Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Market Outlooks
Global Weekly Commentary: Higher rates reinforce income’s appeal
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Major central banks are set to hike policy rates again this week and keep them higher, counter to market views for cuts this year.
Market Outlooks
Global Weekly Commentary: Market view too rosy – for now
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Markets have leapt ahead this year, driven by China’s reopening, falling energy prices and slowing inflation.
Market Outlooks
Weekly Investment Commentary: Public or private – both deserve credit
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Prior to 2022, investors were forced to chase yields in private fixed income as yields in public fixed income remained stubbornly low.
Market Outlooks
Global Weekly Commentary: Brighter backdrop for emerging assets
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Emerging markets (EM) have weathered rapid rate hikes in developed markets (DM).
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Market Outlooks
BlackRock 2023 Global Outlook
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The regime of greater economic and market volatility is playing out – and not going away.