report by BlackRock
Results for ""
Market Outlooks
Weekly Wire: A 30 year perspective, and a bit more perspective on the 30-year mortgage
This piece is approved to use with clients.
Adopting a long-term view on investing and the markets is needed most when it is difficult to do—like right now, when stocks are extremely volatile and under pressure as investors try to determine how COVID-19 and this year’s election will ultimately impact corporate and consumer sentiment and spending, corporate profits, and the pricing of risk assets.
Market Outlooks
A view of China from the ground up
Living in Hong Kong with a view of the Chinese mainland, Capital Group portfolio manager Steve Watson has a front-row seat to the long-running U.S.-China trade dispute.
Manager & Investment Selection
How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Market Outlooks
Preparing Clients for Market Declines
This paper from American Funds analyzes the length and severity of past market drops in order to assist conversations with clients about market volatility.
Advisor Value & Fees
Becoming a Fiduciary
American Funds provides key considerations for financial professionals when developing and documenting a plan for your practice as you move forward as a fiduciary.