report by BlackRock
Results for ""
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.
Market Outlooks
Weekly Market Compass: Stocks were hit last week in the face of inflation fears, but I believe it was a temporary adjustment to a rise in rates.
This piece is approved to use with clients.
Last week was what I would call a “Rip Van Winkle” week. Set in the colonial days of America, Rip Van Winkle is the story of a man who, sick of his wife, decides to go for a hike in the mountains with his dog. He meets a group of strange men who offer him an unusual drink, causing him to fall asleep.
Market Outlooks
Earmarks Make A Comeback
We look at the return of earmarks and how each party feels about it.
Market Outlooks
Weekly Market Compass: As Israel leads the way in COVID-19 vaccinations, events such as concerts and theater performances return after an 11-month ban
This piece is approved to use with clients.
When I was in business school back in the late 1990s, I found that one of the most heavily used — and effective — teaching tools was the case study. Learning from what other companies and industries did or didn’t do was incredibly helpful in gaining understanding and insight.
Market Outlooks
Weekly Market Compass: Bitcoin has gained credibility over the past three years, but I believe its use as a currency, a diversifier or an inflation hedge is a bit off the mark.
This piece is approved to use with clients.
The last time I wrote about bitcoin was back in December 2017. Back then there was a lot of excitement around bitcoin and other cryptocurrencies because both the Chicago Board Options Exchange and CME Group had begun offering bitcoin futures. Investors were excited about this opportunity, sending up the price of a single bitcoin thousands of dollars higher over the several previous weeks.
Market Outlooks
Weekly Market Compass: As we enter a new lunar year, the Fed reiterates its stance on inflation and stimulus.
This piece is approved to use with clients.
We have just begun a new lunar year — the Year of the Ox. I think we are all happy to have said goodbye to the Year of the Rat — although I suppose we should have known this last lunar year was going to be bad because the Year of the Rat is traditionally considered to be a year of turbulence in which change or disaster can happen. Interestingly, the rat and the ox have an unusual relationship.
Market Outlooks
Weekly Market Compass: Has "irrational exuberance" gotten the better of markets?
This piece is approved to use with clients.
Well, let me try to answer that question based on my own experience. I entered the financial services industry in late 1995, a bright-eyed and eager runaway from the practice of law. Not soon afterward, I listened intently to a historic speech by then-Federal Reserve Chair Alan Greenspan, who suggested that the stock market was exhibiting “irrational exuberance.
Market Outlooks
Multi-Asset Outlook 2021: All Change
News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism, and areas he believes can benefit.
Market Outlooks
2021 – In a Word: Recovery
This piece is approved to use with clients.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.