report by BlackRock
Results for ""
Investing Ideas
THE ARITHMETIC OF ASYMMETRY
This piece is approved to use with clients.
Anyone who has played a casual game of darts, say, at a bar or in the basement, knows an overarching rule of the game: it gets harder as it progresses. While rule systems vary, most games start with a wide-open board full of possibilities. But then, by the end, you’re aiming for the Double 18 and only the Double 18 to win. In short, it’s a game of precision that seems easy at first but becomes very, very hard by the end.
Market Outlooks
The golden rule
This piece is approved to use with clients.
If there's no recession in sight, stay bullish.
Fixed Income Insights
Munis and infrastructure
This piece is approved to use with clients.
Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Macroeconomic & Geopolitical
Ready, set...
This piece is approved to use with clients.
Rate normalization is almost a go.
Market Outlooks
The path for growth investing hasn't changed
This piece is approved to use with clients.
Megatrends and secular shifts continue to create long-term opportunities.
Investing Ideas
[Infographic] Electric-vehicle sales are soaring, driving changes in the market
This piece is approved to use with clients.
Electric vehicles are becoming more popular, but changing the market with each purchase.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
This piece is approved to use with clients.
Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Market Outlooks
Chips are down but auto ABS opportunity is up
This piece is approved to use with clients.
Semiconductor shortage is an all-around positive for these asset-backed securities.
Macroeconomic & Geopolitical
The inflation dilemma
This piece is approved to use with clients.
Should the Fed be more concerned?
Market Outlooks
The energy-inflation connection can't be ignored
This piece is approved to use with clients.
There's only so much innovation can do as accelerating growth drives up demand.
Policy and Regulatory Commentary
Pumpkin spice popcorn ... m'm, m'm, m'm
This piece is approved to use with clients.
The race could tighten but whatever happens, the market should be fine.