report by BlackRock
Results for ""
Portfolio Construction Insights
Today, Not All is Equal
This piece is approved to use with clients.
We are seeing the highest margin of superiority on record, with a significant gap between our highest and lowest ranking sectors, exceeding levels seen in the Chinese growth scare in early 2016 and the financial crisis of 2008. James Foot, Head of Capital Markets & Asset Allocation, EMEA, discusses the unique nature of the market landscape, as well as some of the sensible actions that we believe can empower investor success.
Investing Ideas
Finding U.S. Companies That Can Emerge Strong From the Crisis
This piece is approved to use with clients.
U.S. equities have rebounded sharply from the lows reached in March, while, at the same time, the economy has declined meaningfully.
Investing Ideas
“Deferred Growth” Companies Pose Intriguing Opportunities
This piece is approved to use with clients.
Our portfolios include "deferred growth" companies that we believe will perform well when global economies more fully reopen.
Investing Ideas
When Diversification Fails
This piece is approved to use with clients.
The coronavirus sell-off was a reminder that the benefits of diversification can disappear right when they are needed most.
Investing Ideas
The U.S. Dollar in 2020: Does the Buck Stop Here?
This piece is approved to use with clients.
The possibility of a weakening U.S. dollar could provide investors an opportunity to diversify their portfolios into other currencies.
Client Experience
Overconfident? Cognitively Rigid? How Investors Can Make Better Decisions by Dealing With Emotions and Biases
This piece is approved to use with clients.
Sarah Newcomb, director of behavioral science at Morningstar, Inc., discusses emotions brought on by market loss, talks about how they can affect decisions, and offers some ways to cope. Ryan Murphy, head of decision sciences at Morningstar Investment Management, discusses cognitive biases to watch out for and ways investors can make better decisions.