The Three Tailwinds Supporting Tech
The Muni Market Cools Off
The robust recovery in muni bonds finally lost steam in August. Issuance remains strong but rising uncertainty has tempered demand.
Why We Are Warming Up To Europe
Investing Without a Parachute
How Alternative Data Can Lend Clarity Amid Uncertainty
The Race to Zero
The U.S. Consumer Is Bowed, Not Broken
What’s Next in the Policy Revolution?
China’s Path out of Virus Lockdowns
Building Resilience: What It Means for Retirement Savings
As the economic fallout from COVID-19 threatens peoples’ livelihoods and erodes their short-term savings, it follows that their long-term financial security is also at-risk. What does it all mean for retirement savings and what steps can we take to build a more resilient system?
The Physics of Economic and Financial Distress
A German Court Ruling and Our Europe Bond Views
Gauging The Coronavirus Shock’s Economic Impact
Caution: Emerging Market Local Debt
Stay Calm and Remember Why You Own Bonds
Seeing Beyond Short-Term Turmoil: Ideas for Stock Investors
Fed Chair Powell’s Mario Moment…
BlackRock’s CIO of Global Fixed Income and Head of the Global Allocation Team weighs in on recent Federal Reserve policy moves and what they might mean for markets. In a dramatic move on Sunday evening the FOMC took a series of policy actions intended to forestall the economic slowing that is anticipated as a result … Continue reading Fed Chair Powell’s Mario Moment…
Three Trends Supporting Gold as a Hedge
The Real Deal with Emerging Markets
Emerging markets give many investors cold feet. On our latest podcast, EM equity pro Gordon Fraser discusses whether now may be time to warm up to the elusive asset class.