An overview of our midyear outlook

BlackRock
Door juli 9, 2019 07:29

An overview of our midyear outlook

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We have refreshed our investment themes and market views in our 2019 midyear global investment outlook. BlackRock Chief Global Investment Strategist Mike Pyle shares a summary.

We see challenging crosscurrents ahead. Macro uncertainty is rising amid geopolitical frictions, and asset prices are up. Yet monetary policy has pivoted toward easing and many risk asset valuations still look reasonable. This leads us to lower our growth outlook and become modestly more defensive while still favoring selected risk assets.

We are downgrading our growth outlook as trade disputes lead to a wider range of potential economic and market outcomes. Tough rhetoric from both the U.S. and China, tit-for-tat tariffs and tensions over U.S. restrictions on Chinese tech signal an economic conflict that appears structural and persistent — temporary trade truces, such as the one at the G20 summit, notwithstanding. Trade tensions have already caused global growth to slow. The U.S. economy

BlackRock
Door juli 9, 2019 07:29

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Asset Allocation Consensus September

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