Thriving in a new market regime

BlackRock
By January 4, 2022 13:38

Thriving in a new market regime

BII Global outlook

We are entering a new market regime unlike any in the past half century: We see another year of positive equity returns coupled with a down year for bonds. The powerful restart of economic activity will be delayed – but not derailed – due to new virus strains, in our view. Central banks will start to raise rates but remain more tolerant of inflation. We see inflation settling above pre-Covid trends – we’re going to be living with inflation. We favor equities over fixed income as a result, but have dialed back our risk-taking given the wide range of potential outcomes in 2022. 

BlackRock
By January 4, 2022 13:38

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