Softer economic growth = More defensive portfolios
There are few signs of a recession, but slowing growth is having an impact. Russ explains why and…
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.
global economy
3 reasons to stick with emerging markets
Emerging market stocks and bonds are having a rough year, but Russ argues against abandoning the asset class.
Why reflation has room to run
The recent jump in global bond yields represents a reflationary reawakening just a year after deflation and recession…
Where is risk appetite going?
Risk appetite is relatively subdued, but we see potential for a recovery. Jean explains.
Position for the macroeconomic shift ahead
The global economy appears to be nearing an inflection point. Richard explains what this means for portfolios.
Bye bye austerity, hello fiscal easing
Policymakers are changing their tone on fiscal policy. Jean assesses the potential for more fiscal support in key…
The good news about global growth
This week's chart shows the new BlackRock Macro GPS economic indicator and the good news it implies about…
The narrowing corridor of global growth
Rick Rieder shares a chart showing why to get used to living in a low-growth world.
What investors need to know about returns in 2016
Last year wasn't a great one for investors seeking solid returns. With 2016 off to a rocky start,…
What I got right (and wrong) in 2015
Keeping with his annual tradition, Russ compares the year that was to the year that he expected.