report by BlackRock
Results for ""
Market Outlooks
4Q 2022 Disruptor Series: The Future of Energy, Part II
This piece is approved to use with clients.
The renewable energy transition won’t be linear, and it won’t be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. In the latest webcast, The Future of Energy, Part II, AB Chief Market Strategist Rick Brink and an expert panel turn the focus to the massive investment implications from reengineering a century-and a-half-old energy system. Watch the latest from the AB Disruptor Series as our panel of energy experts zero in on critical issues in the energy story.
Market Outlooks
3Q22 Capital Markets Outlook - Walking a Tightrope
This piece is approved to use with clients.
Entering 3Q, a higher headline inflation print pushed an already aggressive US Fed into overdrive. Markets have responded in kind- fears of a recession have grown, adding pressure to equity valuations and pushing yields higher. Brink identifies some of those select equity and fixed income opportunities. Watch as AB's Rick Brink recap this quarter's outlook for the global capital markets.
Market Outlooks
The Hunt for Quality: Searching for Durable Stocks in Uncertain Times
This piece is approved to use with clients.
High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential. But to consistently find companies that meet the highest quality standards requires research, judgment and investing skill.
Market Outlooks
2Q22 Capital Markets Outlook - Finding Sea Legs in a Storm
This piece is approved to use with clients.
Entering the year, the market was near record highs, only to be weighed down by fears of increased inflation, higher interest rates and the prospect of accelerated Fed tightening. Watch as AB's Walt Czaicki recap this quarter's outlook for the global capital markets.
Market Outlooks
AAM Viewpoints: The Investing Map Has Undergone a Regime Change | A Pivot to Emerging Markets Appears Prudent
This piece is approved to use with clients.
Over the past two years the markets have undergone a seminal change.
Market Outlooks
AAM Viewpoints: Dividends Increasingly Important During Increasing Rates
This piece is approved to use with clients.
At less than two months into 2022, the market has reached levels of volatility not seen in over a year.
Market Outlooks
AAM Viewpoints: Jobs and CPI: Fuel for the Fed to Start Their Engines
This piece is approved to use with clients.
The January jobs report — headlined by the Change in Nonfarm Payrolls number of 467,000, which was significantly higher than expectations (125,000) — was nothing short of spectacular.
Market Outlooks
AAM Viewpoints: Recent Volatility and the Flattening Yield Curve
This piece is approved to use with clients.
In conversations beginning as early as last June, we periodically described selected Federal Open Market Committee (FOMC) meetings as “the most important meeting in recent memory.”