We have long argued that the global economy is undergoing a profound transformation driven by mega forces. That is now being accelerated by U.S. policy shifts.
Our latest capital market assumptions (CMAs) include India rupee-denominated CMAs to capture the long-term opportunity we see unfolding in India. Our CMAs also reflect the rise in global bond yield...
Since its inception in 2009, bitcoin has boomed and helped spur the launch of a wide variety of cryptocurrencies. Over its short history, bitcoin has seen both major surges and selloffs. This volat...
Twice a year, BlackRock’s senior portfolio managers and investment executives gather for two days to debate the outlook for economies and markets – and its implications for portfolios. The Global...
Building on our 2022 survey which explored the next wave of ETF investors in Europe, we teamed up with YouGov once more to better understand the trends shaping the present and future of investing...
Recent extreme market volatility show the impact of sudden sentiment shifts and sharp position unwinds. We lean into risk and high-conviction ideas. Read more.
In recent quarters, the outlook for private debt investments has remained broadly favorable. One sign is the covenant default rate, which has fallen despite a persistently high cost of capital.
Federal Reserve Chair Jerome Powell spoke at the National Association for Business Economics (NABE) annual meeting this week, where he reiterated his message of “recalibrating” monetary policy and...
Oct. 2, 2024 | The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that investment is highly uncertain. We think leaning into th...
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