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Artikelen van BlackRock

The case for European equities

The case for European equities

🕔07:03, 19.jul 2019

Despite structural regional challenges, Russ provides insight on several factors that support European equities. With the S&P 500 up nearly 20% year-to-date, U.S. investors can be forgiven for maintaining a home country bias. Consistent with the post-crisis norm, 2019 is

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The importance of income today (and our bond market views)

The importance of income today (and our bond market views)

🕔07:47, 18.jul 2019

We see income, or carry, as the key driver of bond market returns in today’s low-for-long world. Scott explains, and shares updated granular views of various fixed income asset classes. Central banks are shifting toward monetary easing, as they seek

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Global weekly commentary

Global weekly commentary

🕔10:56, 17.jul 2019

Weekly Commentary Key points 1 A dovish pivot by global central banks should extend the length of this economic cycle, supporting our upgrade to emerging market (EM) debt. 2 Remarks last week from the chair of the Federal Reserve appeared

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In search of income in emerging market debt

In search of income in emerging market debt

🕔08:49, 17.jul 2019

A dovish pivot by global central banks should extend the length of this economic cycle, supporting our upgrade to emerging market debt. Scott explains. Central banks are shifting toward monetary easing, as they aim to cushion a global slowdown sparked

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What big data is saying about the Fed

What big data is saying about the Fed

🕔07:29, 17.jul 2019

Central banks around the world, led by the U.S. Federal Reserve, have taken a newly accommodative tilt. New blog contributor Jeff Shen reveals what big data has to say about monetary policy, and why investors may have reason for caution.

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A Q3 investor watch list

A Q3 investor watch list

🕔07:01, 16.jul 2019

Can equity markets continue to deliver in the third quarter? Tony DeSpirito sees reason to believe stocks can grind higher and reflects on three wildcards to watch. Proceed with caution, but by all means … proceed. This was the overarching

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3 investing ideas for the second half

3 investing ideas for the second half

🕔15:57, 15.jul 2019

As the second half kicks off, we advocate taking a modestly more defensive stance while still favoring risk assets with attractive risk/reward ratios. Mike explains, sharing three investing ideas. One change to our 2019 investment outlook as the second half

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Global Investment Outlook

Global Investment Outlook

🕔13:02, 13.jul 2019

The key change in our outlook is that we now see trade and geopolitical frictions as the principal driver of the global economy and markets. This leads us to downgrade our growth outlook further and take a modestly more defensive

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Fog of (Trade) War

Fog of (Trade) War

🕔07:31, 11.jul 2019

Jeff makes the connection between the U.S.-China trade war, the Fed’s rate outlook and why there may be a silver lining for investors in a world of tit-for-tat tariffs. After a rollercoaster two months of headlines about trade wars and

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Global weekly commentary

Global weekly commentary

🕔14:01, 9.jul 2019

Weekly commentary Key points 1 We downgrade our growth outlook and prefer a modestly more defensive investing stance amid rising macro uncertainty. 2 Global stocks rose last week, with the U.S. benchmark marching to a new record. Global bond yields

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An overview of our midyear outlook

An overview of our midyear outlook

🕔07:29, 9.jul 2019

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

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Why to watch geopolitics in the second half

Why to watch geopolitics in the second half

🕔07:35, 5.jul 2019

We see trade and geopolitical frictions as the key driver of the global economy and markets. Thomas E. Donilon and Catherine Kress explain. Market attention to geopolitical risks has reached its highest point since 2005. Recent years have seen a

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The trade war in the context of broader themes

The trade war in the context of broader themes

🕔07:02, 3.jul 2019

Rick Rieder and Russ Brownback argue that while most investors are focusing primarily on trade-related supply chain disruptions today, they need to continue to situate this turmoil in the more fundamental changes at play in technology and demographic trends. Myopia

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Taking stock

Taking stock

🕔02:11, 3.jul 2019

Market views from BlackRock Active Equities Proceed with caution, but by all means … proceed. That is our message for equity investors as we assess the landscape for the third quarter. Highlights of our outlook include: – Although this cycle

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A book list for beach reading

A book list for beach reading

🕔17:30, 2.jul 2019

Summer reading season is here. Jean shares our book recommendations. Summer officially starts this week, meaning it’s time again for our annual list of book recommendations for beach reading. BlackRock portfolio managers and strategists from around the world recently discussed

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Global weekly commentary

Global weekly commentary

🕔14:02, 2.jul 2019

Global weekly commentary Key points 1. Oil and related securities have lagged despite a spike in Gulf tensions. We see selected opportunities, but expect oil to be range-bound. 2 Global stocks edged lower ahead of a key meeting between U.S.

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The curious case of oil and Gulf tensions

The curious case of oil and Gulf tensions

🕔07:01, 2.jul 2019

Why aren’t oil prices reacting to heightened Gulf tensions more strongly? Kurt explains. Geopolitical tensions in the Persian Gulf – the world’s key oil exporting region – have risen sharply in recent months. Heightened Gulf tensions historically have tended to

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4 global hotspots to watch

4 global hotspots to watch

🕔22:04, 1.jul 2019

Chris discusses the key international events the iShares Investment Strategy team have been tracking this month. International events seem to matter more than ever for investors. From trade tensions to conflict in the Gulf to increasing populism, geopolitical events have

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The pivot favoring emerging markets

The pivot favoring emerging markets

🕔07:38, 1.jul 2019

Russ explains why the suddenly easier central bank policies could be key for emerging markets. During the week of June 17th, almost every asset class, from emerging market debt to bitcoin, surged. The catalyst? The same one responsible for the

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Primed for Growth Bond ETFs and the path to $2 trillion

Primed for Growth Bond ETFs and the path to $2 trillion

🕔15:02, 28.jun 2019

Bond exchange traded funds (ETFs) are transforming how investors—from individuals to institutions—can access fixed income. Having spent more than 35 years in fixed income, I see bond ETFs as a game-changing technology because of how these products can bring convenience

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What happened to my intermediate term bond fund?

What happened to my intermediate term bond fund?

🕔07:50, 28.jun 2019

Morningstar recently made changes to its Intermediate Term Bond Fund Category. Matt explains the change and what it means for your portfolio. Fund categories play an important role for portfolio builders by helping them know what they own and also

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The pros and cons of gold

The pros and cons of gold

🕔07:45, 27.jun 2019

Chris explains the pros and cons of holding some gold as part of a multi asset portfolio. The recent uptick in geopolitical tensions and concerns over a potential growth slowdown has pushed an ancient metal back into the spotlight:  gold.

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Making the most of your next dollar

Making the most of your next dollar

🕔07:59, 26.jun 2019

Save for the future or pay off debt? Deciding how to effectively use your extra income isn’t as simple as you think. We all have bills and expenses like rent and groceries that we must cover each month. That’s just

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Gauging geopolitics

Gauging geopolitics

🕔14:11, 25.jun 2019

Global Insights – June 2019 Geopolitical risks are on the rise, and the international environment is becoming increasingly complex. Recent years have seen the surprise outcome of the UK’s Brexit vote, the unexpected election of U.S. President Donald Trump, a

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Weekly commentary

Weekly commentary

🕔14:05, 25.jun 2019

Weekly Commentary 1. The European Central Bank and Federal Reserve have shifted toward more dovish stances. We examine the implications for our bond views. 2. Stocks and bonds rallied last week on ECB and Fed comments. Oil spiked after Iran shot down

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Zoek

Asset Allocation Consensus Juli

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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