BlackRock 2021 Global Outlook
We have entered a new investment order. The Covid-19 pandemic has accelerated profound shifts in how economies and societies operate. We see transformations across sustainability, inequality, geopolitics and macro policy. This is reflected in our 2021 investment themes: The new nominal , Globalization rewired and Turbocharged transformations. The new investment order is still evolving, and investors will need to adapt. Yet the features are becoming clear, and we believe this calls for a fundamental rethink of portfolio allocations starting now.
2021 Inflation Commentary
Markets have gone through a repricing in order to compensate for the idea of higher, sustained inflation. Here's our take on what's happening in today's market, and how we are positioning our portfolios to accommodate a range of potential outcomes.
Weekly Market Update: Yields Rise and Stocks Fall on Fed Meeting, Bank of England Meets This Week
Investors react to Fed’s hawkish comments. The Bank of England must balance growth and inflation.
3 Takeaways from Fed Meeting
In its recent meeting, the Federal Open Market Committee largely stayed the course with unprecedented accommodation, but offered some hawkish signals about increasing interest rates faster than expected. Our director of short duration fixed income, Peter Yi, examines three key takeaways from the meeting.