report by BlackRock
Results for ""
Market Outlooks
Student of the Market: March
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Student of the Market: February
Stay on top of the changing market environments by learning from their historical parallels.
Investing Ideas
What is a Stock Worth?
This piece is approved to use with clients.
Implications for Equity Investing at Historic Valuations
Macroeconomic & Geopolitical
The Inflation Conversation: Preparing Your Clients For The Potential Impact To Their Financial Portfolios
As inflation increasingly becomes a topic of speculation in the media, it may be top of mind for your clients. Will global economies continue to battle COVID-related setbacks?
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
This piece is approved to use with clients.
This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Market Outlooks
AAM Viewpoints: A dive into 2020 Fixed Income Markets & what they tell us for 2021
This piece is approved to use with clients.
The unfolding of diverse and largely unseen set of events in 2020 make it difficult to select only a few that we feel represent the tenor of the fixed income markets and the broad economy within this commentary. Clearly, the migration back into risk assets beginning in Q2 (the 2nd quarter) continued through Q4 2020 buttressed by what we think can be four primary causes:
Market Outlooks
AAM Viewpoints: Let’s party like it’s 1999!
This piece is approved to use with clients.
As the calendar changed from 2020 to 2021, I can’t help but find an environment that is truly surreal. We have a raging global pandemic on our hands that is getting markedly worse on a day-by-day basis, we have vaccines that are sitting in warehouses being administered at one-tenth the rate that is necessary to accomplish the task at hand and we have millions without a job with difficult prospects of getting one in the near future.
Market Outlooks
AAM Viewpoints: Equity market side effects of the covid-19 vaccine
This piece is approved to use with clients.
The 337 days spanning the World Health Organization’s announcement of COVID-19 to the FDA approval of the first vaccine the world witnessed many social, economic, and scientific events few thought possible.
Investing Ideas
The Bid Podcast
The Bid breaks down what's happening in the markets and explores the forces that are changing investing.