report by BlackRock
Results for ""
Goals/Needs-Based Investing
Trailing vs Rolling Returns
This piece is approved to use with clients.
Redefining the Conversation about Returns: Help investors keep their "eyes on the prize", or that long-term goal, while helping them to avoid getting caught up in the fixating of chasing short-term returns or 'beating the market'.
Fixed Income Insights
The Dangers in High Yield Bonds & CLOs
This piece is approved to use with clients.
Worth the Risk? Investors in this space have always emphasized higher levels of income or growth rather than capital preservation. While these investments are often termed “speculative,” are investors truly aware of the amount of risk in these asset classes?
Fixed Income Insights
Chasing Yield
This piece is approved to use with clients.
The Dangers and Pitfalls of Fixed Income in a Low-Yield World
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Market Outlooks
BENCHMARK REVIEW & MONTHLY RECAP, MAY 2020
Markets Continue Higher as the Economic Reopening Begins.
Market Outlooks
Economic Data Reflects Shutdown, but Market Rallies
After one of the worst months and quarters in years, April saw a sharp rebound in equity markets as some of the worst-case COVID-19 scenarios did not materialize.
Market Outlooks
THE BOND BLUES
This piece is approved to use with clients.
The blues have hit the bond market, but we believe current dislocations can create opportunities for active managers of individual bond portfolios.
Market Outlooks
SUNDAY NIGHT SURPRISE
This piece is approved to use with clients.
In attempt to go all in, the Federal Reserve cut rates on Sunday night to the lower bound, 0-0.25% and announced a $700 billion Quantitative Easing (QE) program.
Market Outlooks
A PERFECT STORM: PANDEMIC, PETROLEUM AND POLITICS
This piece is approved to use with clients.
Stocks were hit hard yesterday as coronavirus fears spread, oil prices plummeted, and uncertainties on the political front continued to linger.
Market Outlooks
Coronavirus Fears Wash Away New Market Highs
This piece is approved to use with clients.
Coronavirus fears hit the markets as concerns mount that the virus is now accelerating outside of China with cases growing in South Korea, Italy, Iran, and the United States. Panic set in during Monday’s trading session with the major U.S. stock indices all down over 3% with more than 90% of total volume being to the downside, and the CBOE Volatility Index surging nearly 50%.
Market Outlooks
All Treats and No Tricks as S&P 500 Hits New Highs: October Benchmark Review and Monthly Recap
This piece is approved to use with clients.
Despite some volatility at the start of the month, October turned out to be a rather steady ride for stocks as the S&P 500 Index put in a new all-time high.
Market Outlooks
Tweets, Threats and Tariffs: Global Markets React
Trade negotiations between the U.S. and China have suddenly erupted into a storm of tweets, threats, tariffs and retaliation.