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Market Outlooks
Global Weekly Commentary: Looking through near-term volatility
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Investors are contemplating very different potential outcomes beyond the economic restart – leaving markets prone to overreacting to news flow, as we witnessed just last week.
Market Outlooks
Global Weekly Commentary: Death of the office? Far from it.
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The pandemic has led to widespread remote working, raising doubts about the future of offices. We believe the office is far from dead, but expect the impact of flexible working to vary across assets and locations.
Market Outlooks
Global Weekly Commentary: A taxing question for U.S. stocks
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We see equities in developed markets (DMs) outside the U.S. as better positioned to capture the economic restart over the tactical horizon, as the powerful restart broadens out.
Market Outlooks
Global Weekly Commentary: Fed catches up with restart reality
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The Fed surprised markets by embracing higher inflation and heralding a lift-off from zero rates in 2023, rather than 2024.
Market Outlooks
Global Weekly Commentary: What lies beyond the restart?
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BlackRock’s senior executives and portfolio managers gathered virtually at our midyear outlook forum at a critical juncture in markets – with a pro-risk consensus over the tactical horizon.
Market Outlooks
Global Weekly Commentary: ECB - keeping up the pace
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We expect the ECB to maintain its current pace of asset purchases even as the economic restart gains traction.