report by BlackRock
Results for ""
Market Outlooks
Treading carefully: A balancing act in 2023
Curated content for RIAs.
The Portfolio Construction and Strategy (PCS) Team introduce the latest Trends and Opportunities report, which outlines key themes for the next stage of this market cycle and their nuanced implications across global asset classes.
Fixed Income Insights
Mortgage-backed securities: Priced for imperfection?
Curated content for RIAs.
Head of U.S. Securitized Products John Kerschner and Portfolio Manager Nick Childs explain why they believe key risks are now largely priced in to fixed income markets, with selective areas – particularly mortgage-backed securities (MBS) – presenting an opportunity to provide favorable rick-adjusted returns.
Fixed Income Insights
Research in Action: Banks cash in on rising rates
This piece is approved to use with clients.
Portfolio Manager and Research Analyst John Jordan says rising interest rates, large capital reserves, and secular tailwinds are helping to bolster the financials sector despite an uncertain economic outlook.
Market Outlooks
2023 Outlook: A Pivotal Year
This piece is approved to use with clients.
Northern Trust expects turbulence as inflation and monetary policy fears pivot to a weak global economy, but also to lower inflation and central bank pauses.
Market Outlooks
Investment Perspective: Watching Wages
Inflation tied to wage growth remains resistant to central bank taming.
Macroeconomic & Geopolitical
Investment Perspective: A Narrowed Path
Two roads diverged in a central bank wood – and the Fed took the one less dovish.