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.
Where We Stand on Factors
3 Reasons to Stick With Tech Stocks
Why Bonds Are Still a Good Hedge
Quality Access to International Markets
The U.S. Dollar and Emerging Market Assets
3 Trends to Watch in The Chinese New Year
3 Tips for Investing in The Low-Carbon Transition
Global economies continue to reduce greenhouse gas emissions, with likely impacts on portfolios. Michael talks about ways to invest in the energy transition.
Why We Like Health Care Stocks in 2020
Rethinking the Role of Government Bonds
How to Avoid “Dollar Cost Ravaging” in Retirement
In 2020, The Critical Number to Know Is 1.8
Changes to Our Investing Views For 2020
Sifting Through the Froth
Positive returns across asset classes in 2019 may limit tax loss selling in closed-end funds, but we see potential long term value in select sectors where investors can still buy assets at a discount. 2019 has been a strong year for closed-end funds (“CEFs”), with double-digit net asset value (“NAV”) returns in many sectors.