Why to worry about more than just a U.S.-China trade war
by Isabelle Mateos y Lago, Blackrock We believe markets are focused too narrowly on the U.S.-China trade disputeāand…
What next for the risk rally?
by Richard Turnill, Blackrock Risk assets have had a strong start to the year. How should investors play…
All eyes on the NIPA profit margins
by Elga Bartsch, PhD, Blackrock Not all profit margin data are created equal. Elga explains why we focus…
Reasons for caution toward small caps
by Richard Turnill, Global Chief Investment Strategist, Blackrock Small cap stocks are on a tear, yet we advise…
Gold holds up even as equities rip
by Russ Koesterich, Portfolio Manager, Blackrock ā¢ the mystery of why gold is performing surprisingly well while stocks…
The 3 themes transforming sustainable investing
by Andre Bertolotti, CFA, Blackrock Sustainable investing is no longer a niche area; itās something investors should not…
The case for sustained monetary stimulus in Europe
by Elga Bartsch, PhD, Blackrock We expect the European Central Bank to keep rates on hold this year.…
Stocks and bonds unlikely to keep rising together
by Russ Koesterich, Portfolio Manager, Blackrock Itās not just stocks: bonds and commodities are up this year as…
Great Expectations
by Kurt Reiman, Blackrock Canada Much like most New Yearās resolutions, expectations for Canadian earnings and equity returns…
The Case for Balance Over Bullish
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard Turnill explains what has triggered the rally in stocks,…
Have investors shifted market sentiment too quickly?
by Russ Koesterich, Portfolio Manager, Blackrock Markets have bounced back from Decemberās selloff. Russ discusses whether investors have…
Finding opportunity in European credit
by Richard Turnill, Global Chief Investment Strategist, Blackrock We see compelling relative value in the BBB segment of…
3 insights for investors from Davos
by Philipp Hildebrand, Blackrock Investment Institute āGlobalization 4.0ā is the theme of this weekās 2019 World Economic Forum.…
Stocks are Cheap(ish)
by Russ Koesterich, Chief Investment Strategist, Blackrock Investments After Decemberās rout, are stocks now reasonably valued? Russā answer…
3 portfolio ideas for 2019
by Richard Turnill, Global Chief Investment Strategist, Blackrock 2019 is off to a bumpy start, and the volatility…
