What stocks may need: a bit of inflation
by Russ Koesterich, CFA Russ discusses the divergence between rising stock prices and falling bond yields. What gives…
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...
A roadmap for defensive investing
by Christopher Dhanraj, Blackrock Chris discusses defensive portfolio exposures that can create potential buffers to volatility, for when…
How to approach tech investing?
by Richard Turnill, Blackrock Tech disruption is all the rage. What does it mean for investors interested in…
Meet the strategist: Kate Moore
by Kate Moore, Blackrock BlackRock’s Chief Equity Strategist Kate Moore shares her path to asset management, the basics…
Where developed market earnings may be headed
by Elga Bartsch, PhD, Blackrock Elga explains what our new tracker of developed market earnings is telling us,…
Move over sector rotation: There’s a new strategy in town
by Holly Framsted, Blackrock What’s in a sector? Sectors have long been used to express market views, but…
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 dispute—and…
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 • 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; it’s 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 It’s not just stocks: bonds and commodities are up this year as…
Great Expectations
by Kurt Reiman, Blackrock Canada Much like most New Year’s resolutions, expectations for Canadian earnings and equity returns…
