The implications of a potential Fed policy shift
by Elga Bartsch, PhD, Blackrock The Fed is considering a new policy framework to better steer inflation expectations.…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
3 reasons not to dump your dividends
by Holly Framsted, Blackrock Thinking it’s time to hit sell on your dividend strategy? Think again. First of…
Why cyber security matters to investors?
by Scott Thiel, Chief Fixed Income Strategist, Blackrock Scott explains why cyber security is a key risk for…
Income is back in bond returns
by Scott Thiel, Blackrock We see income, or carry, reasserting itself as the key driver of bond market…
What could move the markets next?
by Russ Koesterich, CFA, Blackrock Markets are not too expensive, or too cheap. As Russ explains, that offers…
Why under-owned Europe may be worth a look
by Elga Bartsch, PhD, Blackrock Elga suggests a few investment options that may benefit from a pick-up in…
Our take on high yield bonds
by Scott Thiel, Blackrock We see high yield bonds as a key source of income in bond portfolios,…
Why volatility could be worse
by Russ Koesterich, CFA, Blackrock Russ discusses why volatility has not been more severe, even though growth has…
Investors in Europe beware problematic politics
by Elga Bartsch, PhD, Blackrock Elga explains why politics pose the biggest risk to our base case that…
What to make of the volatility spike?
by Scott Thiel, Blackrock Volatility across markets had been generally low – until last week. Scott offers some…
Staycation or vacation: 5 summer investing themes
by Christopher Dhanraj, Blackrock With growing uncertainty ahead, Chris discusses ways to navigate markets as summer approaches. “Sell…
What women really think about retirement
by Anne Ackerley, Blackrock Women want more teach, less tell when it comes to retirement planning. Anne explains.…
Our take on first-quarter earnings
by Kate Moore, Blackrock U.S. earnings growth has slowed markedly from 2018, but a surprisingly resilient first quarter…
Why we see a renewed spring in Europe’s step
by Elga Bartsch, PhD, Blackrock Elga explains the reasons we see a European economic recovery in the second…
Why stability may be enough for cyclicals
by Russ Koesterich, CFA, Blackrock Can cyclical stocks continue to trounce defensives? Russ discusses. Cyclicals rule. After getting trounced…
