report by BlackRock
Results for ""
Market Outlooks
Global Weekly Commentary: Gauging geopolitical risks
This piece is approved to use with clients.
The market focus is on the restart and inflation - and less on geopolitical risks – yet it’s worth watching specific risks as flareups could catch investors off guard.
Market Outlooks
Global Weekly Commentary: Don’t be surprised by surprising data
This piece is approved to use with clients.
We see the recent inflation spike as temporary due to unique restart forces, but see inflation on the rise in the medium term. Both views keep us pro-risk.
Market Outlooks
Berkshire Hathaway Special: Key Learnings from the 2021 Annual Meeting
Join Morningstar Investment Management’s Michael Corty, Head of US Equity Strategies, and John Owens, Senior Portfolio Manager- Select Equity Portfolios, as they cover key takeaways from Berkshire Hathaway’s annual meeting. With Buffet's successor just announced, you won't want to miss these insights!
Market Outlooks
Global Weekly Commentary: Mind the (rate expectation) gap
This piece is approved to use with clients.
Markets are pricing in a liftoff from near-zero policy rates as early as next year, even though the Fed through its new framework has committed to stay behind the curve on inflation.
Market Outlooks
Global Weekly Commentary: Inflation: beyond near-term volatility
This piece is approved to use with clients.
Inflation looks set to overshoot the Fed’s target as we have expected. Yet we see uncertainties around the near-term persistence of the overshoot as the restart leads to unusual supply and demand dynamics.
Business Development
Making the Transition from Managing Assets to Managing Wealth: An Advisor's Checklist
This piece is approved to use with clients.
A brief checklist of considerations for adding managed portfolios to your practice.