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.
Weekly Investment Commentary: Munis offer yield relief from inflation’s heat
U.S. yields began the year at their highest starting level since 2011, and they have since risen further across the Treasury and municipal curves.
Global Weekly Commentary: Higher bar for U.S. earnings to deliver
We saw 2024 as a year of two stories. First, cooling inflation and solid corporate earnings would support upbeat risk appetite.
Global Markets Weekly Update: April 19, 2024
Review the performance of global stock and bond markets over the past week, along with relevant insights from T. Rowe Price economists and investment professionals.