Commentary

How a Global Pandemic Could Accelerate the ESG Imperative

The coronavirus crisis will change the world in many ways. Tony DeSpirito discusses its potential impact on ESG investing and how it may hasten an important trend for active investors.

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What’s Needed Now: Patience and Perspective

Russ discusses the importance of keeping perspective as we face an unprecedented crisis.

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Seeing Beyond Short-Term Turmoil: Ideas for Stock Investors

Financial markets, and the world, are in unprecedented times. Tony DeSpirito offers some perspective along with ideas for preparing for the eventual return to “normal".

Commentary

Why We Favor Re-Balancing Portfolios

Mike explains why it may be prudent re-balancing your portfolio – outside the usual calendar – after the recent market turbulence.

Commentary

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.

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In the Search for Income, Consider Municipal Closed-End Funds

Municipal closed-end funds (“CEFs”) currently offer high levels of tax advantaged income and can often be purchased at a discount to their current net asset value.

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Why It’s Not 2008 Again

A déjà vu of 2008 in markets lately? Mike explains why we think the coronavirus shock should not spark a 2008-style crisis.

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Three Trends Supporting Gold as a Hedge

Russ discusses the reasons why gold can be an effective hedge going forward.

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What Do I Do With My Portfolio Now? Three Things to Consider

Corrections are normal but that doesn't mean they feel good. How to get comfortable with being uncomfortable.

Commentary

Wanted: Policy Action

A decisive and coordinated policy action is key to combat the economic fallout from the coronavirus outbreak. Mike explains why.

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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.

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How the Coronavirus Outbreak Changes Our Views

Mike shares how we are updating views on global growth and asset allocation as the coronavirus spreads across the world.

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Where We Stand on Factors

The coronavirus outbreak has altered market dynamics since late January – including in the space of equity style factors. One example, Quality has posted more muted gains after strong outperformance in late 2019. We stand by our tactical views on factors for now, including a modest overweight on quality.

Commentary

3 Reasons to Stick with Tech Stocks

Technology shares are once again leaving everything else in the dust. Year-to-date, the MSCI Information Technology sector, led by U.S. tech, is beating the broader market by over 5% and is ahead of laggards, notably energy, by nearly 20%.

Commentary

Coronavirus Testing Our Global Outlook

Mike explains how our global outlook has evolved with the developing coronavirus outbreak.