report by BlackRock
Results for ""
Client Experience
Advisor sponsored events in a post-pandemic world
This piece is approved to use with clients.
Before last year’s COVID-19 pandemic, we would hear about advisors getting together with some clients and prospects for arts or charity projects, or even hosting a wine tasting. But unfortunately...
Fixed Income Insights
Beware the ides of March
This piece is approved to use with clients.
As the first quarter draws to a close, investors should be mindful of the seasonal weakness typically seen with municipal bonds (munis) at this time of year. This seasonality is due to a confluence of factors, including an uptick in supply (versus a lack of), fewer maturing bonds and lower coupon payments – and a potential pause in industry flows as a result of investors paying their tax bills in April.
Fixed Income Insights
BMO Market Charts: March 19, 2021
This piece is approved to use with clients.
At this timelast year, equity markets were in free-fall as the effects of the coronavirus rapidly developed. One year later, equities have recovered and are now above their 2020 pre-crisis peaks.
Fixed Income Insights
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Fixed Income Insights
Market Overview: Collateralized Loan Obligations
This piece is approved to use with clients.
Collateralized Loan Obligations (CLOs) are managed portfolios of bank loans that have been securitized into different instruments of varying credit risk and thus varying credit ratings.
Fixed Income Insights
Why BBB munis are an A+ opportunity in our books
This piece is approved to use with clients.
Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
Fixed Income Insights
February 2021 Fixed Income Market Update
This piece is approved to use with clients.
In our view, January may prove to be a microcosm of the new year. Optimism abounds for progress against the pandemic and a rapid economic recovery, but challenges remain on both fronts.
Fixed Income Insights
High Yield: Passing the Baton from Beta to Alpha
Global Head of Portfolio Construction and Strategy Adam Hetts talks to Seth Meyer and Tom Ross, portfolio managers on the high-yield bond strategies, about how with credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Fixed Income Insights
Positioning for Higher Yields
This piece is approved to use with clients.
With higher government bond yields looking increasingly likely, Head of U.S. Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.