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: Getting granular in our strategic views
We think granularity is key as government bond yields hit multi-year highs.
Global Markets Weekly Update: November 24, 2023
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.
Global Weekly Commentary: Volatility a key feature of new regime
The plunge in long-term U.S. Treasury yields last week on news of slowing U.S. inflation shows volatility is persistent in the new regime of greater macro uncertainty.