report by BlackRock
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Investing Ideas
THINK private credit: Opportunities today in middle market lending
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Private credit may help institutional investors address timely challenges, including generating yield and providing low-volatility, low-correlated returns.
Active/Passive Management
Federated Hermes tilts toward value
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Stock-bond model keeps 2% equity overweight but shifts from growth bias.
Investing Ideas
Finding U.S. Companies That Can Emerge Strong From the Crisis
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U.S. equities have rebounded sharply from the lows reached in March, while, at the same time, the economy has declined meaningfully.
Active/Passive Management
Adding alpha through active management and a consumer sector focus
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Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Policy and Regulatory Commentary
Fed keeps its foot on the gas as the virus threatens the recovery
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Viewpoints from the July 2020 Fed Meeting. The Fed hints at a new policy framework.
Investing Ideas
“Deferred Growth” Companies Pose Intriguing Opportunities
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Our portfolios include "deferred growth" companies that we believe will perform well when global economies more fully reopen.
Investing Ideas
When Diversification Fails
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The coronavirus sell-off was a reminder that the benefits of diversification can disappear right when they are needed most.