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.
Global Weekly Commentary: Aging raises cost of curbing inflation
The share of the U.S. population in work or seeking a job is still below pre-Covid levels.
Global Markets Weekly Update: November 25, 2022
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.
Weekly Investment Commentary: When will bonds act like bonds again?
Investment grade fixed income (both U.S. aggregate bonds and municipals) have historically shown they usually deliver positive total returns in periods of negative equity market returns.