BlackRock 2023 Global Outlook
The regime of greater economic and market volatility is playing out – and not going away. Central banks won’t ride to the rescue in recession, contrary to what investors have come to expect. This regime requires a new investment playbook. It involves more frequent portfolio changes and more granular views that go beyond broad asset classes.
Weekly Investment Commentary: A home for real estate in multi-asset portfolios
In our view, an allocation to real estate remains essential in a multi-asset portfolio.
Global Weekly Commentary: Yields surge as new regime plays out
Yields on benchmark 10-year U.S. Treasuries last week briefly rose to 16-year highs above 4.50% as major central banks paused rate hikes but left the door open for more.
Global Markets Weekly Update: September 22, 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.