report by BlackRock
Results for ""
Macroeconomic & Geopolitical
Recession Resistance: Can We Prove That Recessions Don't Matter?
Increasingly, investors seem focused on the potential for a recession. In this webcast, we discuss...
Market Outlooks
Muni Bond Update: Credit Quality Still Looks Strong
This piece is approved to use with clients.
While 2023 has started on shaky ground for the municipal bond market, there are reasons to be optimistic for more stability ahead, according to Jennifer Johnston, Franklin Templeton Fixed Income’s Director of Municipal Bond Research.
Market Outlooks
Recession, Inflation, and Duration Considerations
This piece is approved to use with clients.
Are markets correctly pricing inflation? What flavor of recession are our economists anticipating? What roles will quality and duration play in 2023 within the fixed income asset class? Our economists discuss key questions facing investors today in our latest Macro Perspectives.
Market Outlooks
Replay: Investing Amidst Uncertainty: Help to Address Investor's Current Concerns and Effects of Global Conflict
We provide our take on inflation, rising rates, and market impact, a look at how global conflict is affecting markets, supply chain, and portfolios, and our talking points for addressing the current market with investors.
Market Outlooks
AAM Viewpoints: The Investing Map Has Undergone a Regime Change | A Pivot to Emerging Markets Appears Prudent
This piece is approved to use with clients.
Over the past two years the markets have undergone a seminal change.
Market Outlooks
AAM Viewpoints: Dividends Increasingly Important During Increasing Rates
This piece is approved to use with clients.
At less than two months into 2022, the market has reached levels of volatility not seen in over a year.
Market Outlooks
AAM Viewpoints: Jobs and CPI: Fuel for the Fed to Start Their Engines
This piece is approved to use with clients.
The January jobs report — headlined by the Change in Nonfarm Payrolls number of 467,000, which was significantly higher than expectations (125,000) — was nothing short of spectacular.
Market Outlooks
AAM Viewpoints: Recent Volatility and the Flattening Yield Curve
This piece is approved to use with clients.
In conversations beginning as early as last June, we periodically described selected Federal Open Market Committee (FOMC) meetings as “the most important meeting in recent memory.”