Commentary

The Future Is Running at Us

The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability. This is fundamentally reshaping the investment landscape and will be key to investor outcomes.

Commentary

Be Selective for a Bumpier Ride

Markets may press even higher this year, but some areas may fall behind.

Commentary

The Muni Market Cools Off

Market update from BlackRock's municipal bond team.

Commentary

When Income Matters, Dividends Still Pay

Bond yields are low, but investors’ need for income is high. In this one-minute read, Tony DeSpirito offers three reasons to look to equities for income.

Commentary

Cyclicals Yes, Junk No

With cyclical stocks rebounding, portfolio manager Russ Koesterich emphasizes that being discerning is key.

Commentary

How Alternative Data Can Lend Clarity Amid Uncertainty

Unusual times require more than the usual sources of information to assess the investing backdrop. Jeff Shen discusses how alternative data is making a difference today.

Commentary

Investing Without a Parachute

In a post-coronavirus investment world, Jeff argues that investors should be rethinking the role of fixed income in portfolio construction and ask themselves if they are at risk of investing without a parachute?

Commentary

Why We Are Warming up to Europe

Elga lays out two main reasons to be optimistic on Europe – and European assets.

Commentary

Don’t Miss the Rise of the “Value” Phoenix

Recent underperformance has led some to declare the death of value investing, but don’t be so quick to dismiss it.

Commentary

Today’s Portfolios “Can’t Get No Satisfaction” From Yesterday’s Instruments

Rick Rieder, Russ Brownback and Trevor Slaven contend that in the tug-of-war between the considerable economic damage stemming from the coronavirus and subsequent lockdowns, and the fiscal and monetary policy responses put in place, the latter factor is being underestimated by markets. Further, the instruments used by investors in previous years won’t be what’s required for the time ahead.

Commentary

How Green Is Your Bond

Get the ins and outs of green bonds in this two-part series. Let’s start with the basics.

Commentary

The Race to Zero

Emily presents key takeaways on the exercise of green bond impact reporting.

Commentary

Seeking Yield? Don’t Put All Your Eggs in One (Income) Basket

Looking to generate income from your nest egg? Make sure you don’t get it all from just one basket. Karen explains two funds designed to provide income that aren’t over reliant on any one source.

Commentary

The Role of Private Markets in Portfolios

What kind of role does private markets play in building a resilient portfolio in the post-Covid world? Mike explains.

Commentary

Revisiting the Monetary Policy Endgame

Rick Rieder, Russ Brownback and Navin Saigal contend that if a negative monetary policy endgame is to be avoided, particularly in the face of recent economic declines, it will likely be technological advances of a profound kind that get us there.