A glimpse at our midyear outlook debates

BlackRock
Door juni 18, 2019 07:41

A glimpse at our midyear outlook debates

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The firm’s senior decision makers debated the midyear market outlook last week in London. Jean shares the gist of our debates.

Twice a year we gather BlackRock’s senior decision makers for a two-day forum on the market outlook and its investment implications. We debated many topics at our meeting last week in London, including what could spark a change in the macro backdrop and how to prepare portfolios for a wider range of possible outcomes. The implications will be reflected in our updated tactical asset allocation views, to be published in our midyear outlook on July 8. Below we give a glimpse of our debates.

The majority of midyear forum attendees saw the current benign environment for risk assets as having room to run. Most felt it could persist for at least 12 more months, given easy monetary policies and few signs of financial imbalances. Yet we saw a

BlackRock
Door juni 18, 2019 07:41

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Evenementen

  1. IPFOS – Bestuurders Conferentie 2019

    september 5 @ 14:00 - 18:00
  2. Invesco & Schroders – Real Assets & Energy Transition

    september 10 @ 09:30 - 13:00
  3. Candriam – Sustainbale Investment Conference

    september 12 @ 13:30 - 20:30
  4. ACTIAM – ACTIAM Academy

    september 17 @ 09:30 - 13:00
  5. Markets Group – 3rd Benelux Institutional Forum

    september 26 @ 07:30 - 18:00

Twitter

Currencies: Us Dollar Bar For Us Fx Intervention Remains High -> https://t.co/2ny01nTS55 #currency #China #tradewar via @PictetWM @PictetAM_NL

Long-term Equity Investments under Solvency II -> https://t.co/MDJWukfKfB #solvency2 #equity #europeancommission via @DWS_Group

Blitzscale and Hope: Unicorns, IPOs and the Fear of Repeating the Late 1990s -> https://t.co/N6TXHvJWCS #unicorns #IPO via @epochinvest

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