report by BlackRock
Results for ""
Fixed Income Insights
The Next Generation of Fixed Income - Tax Loss Harvesting
This piece is approved to use with clients.
Taxes matter to a bond investor’s bottom line. That’s why we’ve brought a digital, high-speed solution to fixed-income active tax management. By continually optimizing separately managed accounts to identify opportunities to harvest losses and by efficiently reinvesting the proceeds in tax-favorable opportunities, automated tax management has the potential to add more than 90 basis points to after-tax returns in some years, according to our in-depth analysis.
Market Outlooks
The Hunt for Quality: Searching for Durable Stocks in Uncertain Times
This piece is approved to use with clients.
High-quality companies are always in style. In good times and bad, features that define resilient businesses and stocks underpin consistent and solid equity return potential. But to consistently find companies that meet the highest quality standards requires research, judgment and investing skill.
Goals/Needs-Based Investing
[Infographic] - Trailing vs Rolling Returns
This piece is approved to use with clients.
Understanding different ways to look at portfolio returns can help investors select more consistent investment strategies.
Goals/Needs-Based Investing
[Infographic] - Arm Your Portfolio
How to mitigate the risk of large losses during unforeseen market events.
Goals/Needs-Based Investing
Math Matters: 4 Principles to help You Meet Your Financial Goals
This piece is approved to use with clients.
Learn the four math principles investors can take advantage of for successful goals-based investing.
Market Outlooks
The Government Responds with Extraordinary Measures
This piece is approved to use with clients.
The Federal Reserve and Washington lawmakers have taken dramatic steps to counteract the effects of the COVID-19 virus on the economy.
Market Outlooks
View of the Business Cycle by Fidelity's Asset Allocation Research Team
This piece is approved to use with clients.
A review of the current state of the U.S. business cycle and the effects of the spread of COVID-19, as well as the potential implications for asset allocation.
Market Outlooks
The Market Has a Math Problem
This piece is approved to use with clients.
The market has a math problem—or does it? It all depends on where rates go.
Market Outlooks
Does China Hold the Keys to a Global Economic Bounce?
A late '90s-style reacceleration may not be in the cards.
Market Outlooks
What's the Price of Uncertainty?
This piece is approved to use with clients.
Uncertainty & demographics put a premium on cash flow.