report by BlackRock
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Goals/Needs-Based Investing
Taking the Long View
This piece is approved to use with clients.
Short-Term Views May Fall Short for Goals-Based Investing: The risk to both retail and professional investors is tinkering and tweaking portfolios in response to short-term “noise” and recent performance. The primary objective for investors with long-term goals should be to achieve their goals on time. Long-term goals require a longer-term view of the markets and risks.
Goals/Needs-Based Investing
Trailing vs Rolling Returns
This piece is approved to use with clients.
Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
Investing Ideas
Rebalancing Through Market Drawdowns
This piece is approved to use with clients.
Our analysis indicates that prudent rebalancing can yield potential benefits in market drawdowns and subsequent recoveries.
Investing Ideas
Does Staying the Course Still Make Sense?
This piece is approved to use with clients.
Acting on emotion or trying to anticipate the market's direction can compromise a portfolio's long-term return potential.
Investing Ideas
Valuing the Smaller Things
This piece is approved to use with clients.
We believe there is a return- and a risk-based case for significant strategic allocations to small- and mid-cap value stocks.
Investing Ideas
A Multi-Asset Perspective on High Yield
This piece is approved to use with clients.
Investors potentially could improve risk/return by allocating to or from high yield if spreads are especially wide or tight.
Behavioral Finance
The Five Stages of a Market Crisis
This piece is approved to use with clients.
A process similar to the "five stages of grief" can be seen in market crises, including the current one.