Why Energy Stocks Look Cheap
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why the energy sector still looks attractive, despite having struggled…
Prepare, Don’t 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 won’t come down anytime soon, and the growing correlation between stocks and bonds...
The re-opening of the capital spending spigot
by Kate Moore, Chief Equity Strategist, Blackrock Companies are finally spending after years of belt tightening. Kate explains…
2 reasons why volatility can remain low
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why economic conditions (for now) support low volatility in the…
Technology “bubble” fears don’t hold up
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why tech stocks are not only not in a bubble,…
Markets currently display myriad moving parts
by Rick Rieder, CIO, Global Fixed Income, Blackrock Rieder and Brownback argue that today’s investment environment, like a…
The flare up of European populism and its investing implications
by Richard Turnill, Global Chief Investment Strategist, Blackrock European populism has flared up again. Richard explains what this…
Money is still cheap enough to support stocks
by Russ Koesterich, Portfolio Manager, Blackrock Investments Is the era of easy financial conditions over? Not yet, says…
How to play the oil price rally
by Richard Turnill, Global Chief Investment Strategist, Blackrock The price of oil has surged in 2018. Richard explains…
3 investing ideas for the second quarter
by Richard Turnill, Chief Investment Strategist, Blackrock How should investors consider positioning their portfolios for the economic backdrop…
It’s time to rethink equity defense
by Kate Moore, Chief Equity Strategist, Blackrock Kate explains what may constitute the new defense in stocks as…
Why U.S. stocks may still not be “cheap enough”
by Russ Koesterich, Portfolio Manager, Blackrock Prospects for a trade war are having an impact on markets, but…
Why volatility may be a bigger threat than rates
by Russ Koesterich, Portfolio Manager, Blackrock Russ discusses why investors should worry less about higher interest rates and…
After the selloff, what’s changed? Not much
Russ reviews the landscape after the selloff and discusses how little has actually changed. Monday was all about…
The February stock swoon in context
by Richard Turnill, Global Chief Investment Strategist, Blackrock Richard shares the BlackRock Investment Institute’s take on this month’s…
Low Spreads + Low Inflation = Low Volatility
by Russ Koesterich, Portfolio Manager, Blackrock Investments Russ discusses why the real economy and financial market conditions offer…
