report by BlackRock
Results for ""
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as the Fed hikes again
This piece is approved to use with clients.
U.S. Treasury yields rose and spread assets outperformed, amid a dovish U.S. Federal Reserve meeting and positive economic data.
Market Outlooks
Recapping last night’s somewhat contentious State of the Union Address.
This piece is approved to use with clients.
Let’s examine the general mood of the country going into last night’s speech - and going into the Biden reelection campaign.
Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
This piece is approved to use with clients.
In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
Global Markets Weekly Update: February 03, 2023
This piece is approved to use with clients.
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.
Market Outlooks
Global Convictions: January 2023 Asset Class Research
This piece is approved to use with clients.
Heading into 2023, bearish sentiment among investors is coming off a very low base, with some of the worst recorded data since tracking started 35 years ago. With a contrarian lens, this could be a positive. However, while the overall valuation landscape has undoubtedly improved, there are many assets which remain around fair value. In such an environment, we continue to balance opportunities against risks.
Fixed Income Insights
Weekly Fixed Income Commentary: Mixed economic data boost Treasury yields
This piece is approved to use with clients.
U.S. Treasury yields rose as economic data mostly beat expectations.
Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
This piece is approved to use with clients.
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.