BlackRock (BLK) is the world's largest publicly traded investment management firm. As of September 30, 2016, it had assets under management, or AUM, of $5.1 trillion. This is ~7% of the total assets under management across the globe.
We believe markets are focused too narrowly on the U.S.-China trade dispute—and are failing to appreciate the complexities of a longer-term rivalry between the two countries as well as other looming trade tensions. Isabelle and Catherine Kress explain.
Elga explains what our new tracker of developed market earnings is telling us, and why our view on…
What’s in a sector? Sectors have long been used to express market views, but may not be the…
Risk assets have had a strong start to the year. How should investors play it from here? Richard…
Not all profit margin data are created equal. Elga explains why we focus on profit margins in the…
The recent U.S. equity rally has coincided with a drop in volatility. But can that continue? Russ discusses.
BlackRock’s latest Investor Pulse survey found that many Americans are so focused on day-to-day concerns that retirement planning…
The late-cycle deceleration in growth casts a shadow on corporate profit margins. Elga explains.
Small cap stocks are on a tear, yet we advise caution on chasing the rally – and favor…
Rick Rieder and Russ Brownback argue that as the conventional wisdom in policy and investment circles surrounding prospects…
Money is ranked the #1 source of stress in people’s lives. That’s ranked higher than physical health, work,…
Russ explains the mystery of why gold is performing surprisingly well while stocks are rallying.
Richard explains why we see increasing attraction of inflation-protected U.S. government bonds.
