Navigating the (new) conundrum
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points The Fed pause that gives pause: Stronger-than-expected…
Prepare, Donāt Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that wonāt come down anytime soon, and the growing correlation between stocks and bonds...
Stay long gold, just not as a hedge
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why gold may continue…
Value stocks: Why you might be underweight and unaware
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Value stocks hit some investorsā radar screens with a…
Stock investing insights to start the new year
Thoughts from Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Whatās in store for stocks after two years…
Will higher rates doom stocks? Not necessarily
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why stocks could continue…
Taking Stock: Q1 2025 Equity Market Outlook
by Tony DeSpirito, CIO of U.S. Fundamental Equities, Blackrock Key takeaways Can equities three-peat in 2025? With U.S.…
Why the election rally could continue
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why the equity market…
Investing Around the Election and the Government Debt Problem
by Rick Rieder, CIO of Global Fixed Income, BlackRock "An investment in knowledge pays the best interest" -…
Reasons to remain overweight U.S. stocks
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses why he believes U.S.…
As interest rates fall, new stock opportunities arise
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities The start of a rate-cutting cycle has…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
Goldās stars continue to align
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses gold may continue to…
Systematic equity outlook: Cutting through market uncertainty
by Raffaele Sevi and Jeff Shen, Systematic Investing, BlackRock The US Federal Reserve (āFedā) began its rate-cutting cycle…
Rick Rieder: "Moving the Needle"
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock "I skate to where the puck is…
Taking Stock: Q4 2024 Equity Market Outlook
by Tony DeSpirito, Managing Director, Global Chief Investment Officer, Fundamental Equities, BlackRock Key takeaways The economy is not…
