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      presentation by BlackRock

      Student of the Market

      Feb 11, 2021

      Presentation Overview

      • January market returns
      • Up and downside capture
      • Market Timing
      • Individual stocks
      • Small cap stocks
      • Fund flows
      • Interest rate predictions

      Incorporating models, as well as technology, into your practice can help make things more transparent and uncover key areas your clients want to discuss, like risk. Learn more at our page dedicated to markets, models, and tech below.

      View Disclosure

      Source: Morningstar. Performance data quoted represents past performance and is no guarantee of future results. Current performance may be lower or higher than that shown. ©2020 Morningstar. All Rights Reserved. The information, data, analyses and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may include, or be derived from, account information provided by a financial advisor which cannot be verified by Morningstar, (3) may not be copied or redistributed, (4) do not constitute investment advice offered by Morningstar, (5) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (6) are not warranted to be correct, complete or accurate. Except as otherwise required by law, Morningstar shall not be responsible for any trading decisions, damages or other losses resulting from, or related to, this information, data, analyses or opinions or their use. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of 1/31/21 and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.

      Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an index. Investing involves risks, including possible loss of principal. This information should not be relied upon as research, investment advice, or a recommendation regarding any products, strategies, or any security in particular. This material is strictly for illustrative, educational, or informational purposes and is subject to change.

      © 2021 BlackRock, Inc. BlackRock is a trademark of BlackRock, Inc. All other trademarks are the property of their respective owners.

      NOT FDIC INSURED | MAY LOSE VALUE | NO BANK GUARANTEE

      Prepared by BlackRock Investments, LLC. Member FINRA.

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