report by BlackRock
Results for ""
Market Outlooks
US equity outlook: Market breadth to dictate bullishness
This piece is approved to use with clients.
ClearBridge Investments expects market leadership to broaden in 2024 and believe high-quality defensive stocks will hold up better than the current mega cap leaders in an economic downturn.
Market Outlooks
Innovation and consolidation
This piece is approved to use with clients.
Franklin Equity Group believes the road ahead for biotechnology and pharmaceuticals may be different from that of prior years, but as we move into the post-pandemic era, the industry is not lacking innovation prospects.
Market Outlooks
2024 Outlook: Opportunities in technology
This piece is approved to use with clients.
The information technology sector had an eventful 2023. Franklin Equity Group believes 2024 may be another year of strong performance.
Market Outlooks
AOR Update: The Fed is Done What's Next?
This piece is approved to use with clients.
Clearbridge Investments: With the market and FOMC suggesting the rate hike cycle is complete, the first interest rate cut could come by May 2024, a pause consistent with the Fed’s “higher for longer” messaging.
Policy and Regulatory Commentary
A Big 2024 To-Do List, But History Shows Congress Won’t Do Much
This piece is approved to use with clients.
The first session of the 118th Congress is in the books.
Policy and Regulatory Commentary
Finance, Crypto Industries Lose A Key Ally In Congress
This piece is approved to use with clients.
What Is On Chair McHenry’s Must-Do List?
Policy and Regulatory Commentary
What Does The Money Tell Us About the 2024 Elections?
This piece is approved to use with clients.
What fundraising and voter enthusiasm may foretell about next year’s presidential election.
Market Outlooks
The Long View: The Crux
This piece is approved to use with clients.
ClearBridge Investments: The toughest test for investors lies ahead as stimulus and consumer resilience fade while lagged effects of rate hikes take hold.
Market Outlooks
The case for low volatility and high dividend equities in international markets
This piece is approved to use with clients.
There are reasons to be cautious in many markets, but low volatility and high/sustainable dividend stocks can help mitigate risk while providing income and equity exposure. The Franklin Templeton Investment Solutions Team weighs in.
Market Outlooks
Government incentives accelerating the shift to green energy
This piece is approved to use with clients.
Many government policies—both carrots and sticks—are driving the global transition to greener energy systems. In this piece, we compare regulatory sticks, like carbon pricing, with carrots like feed-in tariffs that subsidized solar renewables. We also discuss the role the quickly developing global industrial policy race is playing in catalyzing investments.
Policy and Regulatory Commentary
The CFPB Moves on Open Banking
This piece is approved to use with clients.
The Consumer Financial Protection Bureau (CFPB) released its regulation implementing Section 1033 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010.
Market Outlooks
US growth: How much juice is left in the squeeze?
Curated content for RIAs.
Oliver Blackbourn, Portfolio Manager in the Multi-Asset Team, considers if US growth stocks are close to a peak after what has been stellar performance thus far in 2023.