report by BlackRock
Results for ""
Market Outlooks
The Case for Semiconductors
This piece is approved to use with clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.
Market Outlooks
What’s Shaping India? 5 Emerging Trends
This piece is approved to use with clients.
Would India’s governmental reforms and advancements in digital infrastructure help sustain optimism?
Market Outlooks
Regional Bank Update
This piece is approved to use with clients.
When any turmoil arises, as it has in the banking sector this year, we begin our analysis with a deep risk assessment.
Market Outlooks
Banking Turmoil: Outlook and Investment Implications
This piece is approved to use with clients.
While the full impact of the turmoil in the banking industry and the Fed’s response is still unknowable, we are gaining perspective on its economic impact, and thus its investment implications.
Market Outlooks
4Q 2022 Disruptor Series: The Future of Energy, Part II
This piece is approved to use with clients.
The renewable energy transition won’t be linear, and it won’t be smooth—reinventing a global energy system in just 20 to 30 years is a monumental task. In the latest webcast, The Future of Energy, Part II, AB Chief Market Strategist Rick Brink and an expert panel turn the focus to the massive investment implications from reengineering a century-and a-half-old energy system. Watch the latest from the AB Disruptor Series as our panel of energy experts zero in on critical issues in the energy story.
Market Outlooks
A Ripe Environment for Value Valuations
This piece is approved to use with clients.
As investors who employ a bottom-up process when seeking quality companies, we’re intrigued with the growing valuation discount between our portfolios and their respective indices. We find it compelling that today we can purchase a higher-quality portfolio for a discounted price relative to the index, creating an attractive entry point for our actively managed small- to mid-cap value strategies. But before we get to that, let’s take a step back and look at how we got here.