report by BlackRock
Results for ""
Market Outlooks
Turning up the heat on a boiling pot
This piece is approved to use with clients.
The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election. As the country awaits President Trump’s nominee, pundits on both sides of the aisle are claiming this process will strengthen their election chances. We see this process as primarily exacerbating the partisanship of U.S. voters and it is unclear which party will able to drive greater voter turnout or sway more independents
Market Outlooks
BMO Market Charts - September 22nd, 2020
This piece is approved to use with clients.
There are significant differences in the sector exposures of U.S. and developed international stock indices. U.S. investors may consider looking abroad as a way to diversify their portfolios.
Market Outlooks
Weekly Market Snapshot: September 11, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - September 14th, 2020
This piece is approved to use with clients.
The 30-day correlation of the S&P 500 market cap and equal weighted indices has fallen to an all-time low as the returns of smaller and larger companies has diverged.
Market Outlooks
BMO Market Charts - September 7th, 2020
This piece is approved to use with clients.
Due to the continued outperformance of Technology stocks, the ratio of the S&P 500 Information Technology Index to the S&P 500 is approaching levels last seen during the Tech bubble.
Market Outlooks
Weekly Market Snapshot: September 4, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Weekly Market Snapshot: August 28, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 31st, 2020
This piece is approved to use with clients.
The S&P 500 has seen new record highs since bottoming on March 17th, with nearly half of stocks returning over 50% during that time period
Market Outlooks
Weekly Market Snapshot: August 21, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
BMO Market Charts - August 20th, 2020
This piece is approved to use with clients.
The debt-to-GDP ratio of Advanced Economies is unprecedented –2020 debt levels have surpassed the previous high seen during World War Two.
Market Outlooks
Advisor Perspectives: CAPE is a Very Noisy Market Predictor
Analysts have many ways to estimate expected market returns. The challenge is to identify those few that provide usable information for making investment decisions. In this article, I discuss one of the common mistakes made in this type of analysis and why the cyclically adjusted PE (CAPE), developed by Robert Shiller, is not nearly as reliable a predictor of market returns as most claim it to be.
Market Outlooks
Weekly Market Snapshot: August 14, 2020
This piece is approved to use with clients.
Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.