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Artikelen van BlackRock

8 key investment themes for 2020

8 key investment themes for 2020

🕔07:52, 27.jan 2020

Rick Rieder, Russ Brownback and Trevor Slaven contend that eight major market influences are likely to dominate the investment environment in the year ahead and that the proper portfolio mix will be instrumental in delivering a successful outcome. In our

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Davos Brief

Davos Brief

🕔16:10, 24.jan 2020

Davos brief   The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus

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3 trends to watch in the Chinese New Year

3 trends to watch in the Chinese New Year

🕔07:34, 24.jan 2020

Chris discusses key long-term trends in China as both a new decade and the 12-year lunar new year cycle begin. For those celebrating the Lunar New Year, 2020 is the Year of the Rat, the first of the 12-year cycle

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Why we like cyclical assets

Why we like cyclical assets

🕔16:27, 23.jan 2020

Kurt lays out why we advocate for a cautious tilt into cyclical assets, such as emerging market and Japanese stocks. The new year has greeted markets with generally good news: The “Phase 1” trade deal between the U.S. and China

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A cyclical rotation

A cyclical rotation

🕔15:27, 20.jan 2020

Weekly commentary – We favor a cautious tilt into cyclical assets, with expectations for a rebound in global trade and manufacturing activity. – We see global growth stabilizing and gradually picking up over the next six to 12 months, thanks

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Growth to pick up…

Growth to pick up…

🕔14:01, 20.jan 2020

Davos Brief The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook. The trends include rising inequality and social unrest; deglobalization and fragmentation into trade blocs; an intensifying focus on

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Meet the strategist: Mike Pyle

🕔07:30, 20.jan 2020

BlackRock’s Global Chief Investment Strategist Mike Pyle shares how he got from the White House to asset management, why he doesn’t have time for hobbies and more in the latest installment in our ongoing series of Q&As with BlackRock investment

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3 tips for investing in the low-carbon transition

🕔12:48, 17.jan 2020

We’ve read the headlines. Extreme weather events from wildfire to floods are forcing governments and companies around the world to consider climate-related risks as they plan for the future. Reducing greenhouse gas (GhG) emissions has been central to these plans

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What to watch in geopolitics in 2020

What to watch in geopolitics in 2020

🕔07:24, 16.jan 2020

What themes in geopolitical risks are worth monitoring – other than the ongoing U.S.-Iran tensions? Mike explains. The U.S. killing of a top Iranian military leader and the subsequent retaliation by Iran in recent weeks marked an escalation in U.S.-Iran

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Geopolitical risks on our 2020 radar

Geopolitical risks on our 2020 radar

🕔08:09, 15.jan 2020

Weekly commentary  • The recent sharp escalation in U.S.-Iran tensions serves as a reminder of the potential for flare-ups in geopolitical risks as we enter 2020. • We see global growth stabilizing and gradually picking up over the next six

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BlackRock Sustainability Accounting Standards Board Disclosure

BlackRock Sustainability Accounting Standards Board Disclosure

🕔08:30, 14.jan 2020

Introduction BlackRock’s purpose is to help more and more people experience financial well-being. In pursuit of our purpose, we embed a focus on long-term sustainability across our business for the benefit of our stakeholders: clients, shareholders, employees, and communities. As

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Why we like health care stocks in 2020

Why we like health care stocks in 2020

🕔17:33, 9.jan 2020

The presidential election year has begun, and the rhetoric around health care policy is likely to get louder as campaigning heats up. Tony DeSpirito talks with Portfolio Manager Erin Xie about the implications for health care stocks. In a year-end

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Why we like inflation-linked bonds

Why we like inflation-linked bonds

🕔15:42, 7.jan 2020

BII Global weekly commentary We see Treasury Inflation-Protected Securities (TIPS) playing a key role as portfolio ballast against both growth shocks and inflation risks. We see global growth stabilizing and gradually picking up over the next six to 12 months,

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For 2020, buy early

For 2020, buy early

🕔08:54, 7.jan 2020

After an astounding 2019, what’s in store for 2020? Russ discusses. We will miss 2019. While 2018’s odd confluence of a weakening economy, rising trade frictions and monetary tightening led to losses in virtually every asset class, this year has

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The case for inflation-linked bonds

The case for inflation-linked bonds

🕔16:06, 6.jan 2020

Mike explains why we favor inflation-linked bonds in both tactical and strategic portfolios. We view inflation risks as underappreciated for 2020 – and beyond. Our base case is for modestly higher U.S. inflation this year, with a risk of upside

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Global Outlook – Testing limits December

Global Outlook – Testing limits December

🕔06:40, 2.jan 2020

Our 2020 investment themes Growth edges up – We see an inflection point as global economic growth edges higher in 2020 thanks to easy financial conditions, limiting recession risks. The growth mix is shifting as the modest pickup is likely

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Our top investment calls for 2020

Our top investment calls for 2020

🕔10:53, 27.dec 2019

We have made meaningful changes to our tactical asset views heading into 2020, including a moderate tilt into cyclical assets. We see growth stabilizing and gradually picking up over the next six to 12 months, thanks in part to easy

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A holiday reading list from the BlackRock Investment Institute

A holiday reading list from the BlackRock Investment Institute

🕔14:39, 19.dec 2019

‘Tis the season for holiday reading. Jean shares our top picks to take you through the new year. ‘Tis the season for holiday reading – and for our annual December list of book recommendations to add to your holiday gift

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In 2020, the critical number to know is 1.8

In 2020, the critical number to know is 1.8

🕔12:00, 18.dec 2019

Rick Rieder and Russ Brownback argue that contrary to the many year-end outlooks foreseeing either a recession or a rebound in 2020, the most likely path for the economy and markets is more moderate, which can be encapsulated in their

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Brexit a go after clear Conservative win

Brexit a go after clear Conservative win

🕔10:29, 17.dec 2019

The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a stable government and mandate to deliver Brexit in January. The pound and domestic-focused UK equities should benefit from greater political certainty

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Changes to our investing views for 2020

Changes to our investing views for 2020

🕔17:00, 16.dec 2019

We have made meaningful changes to our tactical asset views heading into 2020, including a moderate tilt into cyclical assets. Mike explains. Two dueling forces have shaped asset performance in 2019: the protectionist push and a dovish pivot in monetary

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Testing limits 2020 Global Outlook

Testing limits 2020 Global Outlook

🕔08:06, 16.dec 2019

Growth should edge higher in 2020, limiting recession risks. This is a favorable backdrop for risk assets. But the dovish central bank pivot that drove markets in 2019 is largely behind us. Inflation risks look underappreciated, and the lull in

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What Boris Johnson’s election victory means for UK assets

What Boris Johnson’s election victory means for UK assets

🕔16:04, 13.dec 2019

We expect to see flows back into UK equity and credit now that some of the Brexit uncertainty has been removed. The ruling UK Conservative Party won a large outright majority in Thursday’s election, giving Prime Minister Boris Johnson a

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Bonds and ballast: testing the limits

Bonds and ballast: testing the limits

🕔11:44, 12.dec 2019

Rethinking government bond allocations and introducing our capital market assumptions for China  The dramatic drop in government bond yields this year, taking nearly a third of global bonds into negative-yielding territory at one point, has raised serious questions about their

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How to avoid “dollar cost ravaging” in retirement

How to avoid “dollar cost ravaging” in retirement

🕔16:00, 11.dec 2019

Patrick Nolan sits down with Mark Peterson, Director of Investment Strategy and Education, to talk about what investors can do to help their nest egg deliver for the long run. Patrick: Mark, some 10,000 Americans turn 65 every day, yet

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Zoek

Twitter

De best gelezen #research bij @Opinio_Pro:

#1 7-Year Asset Class Real Return Forecasts #GMO

#2 2020 Long-Term Capital Market Assumptions @InvescoEMEA

#3 What the heart already knew @TriodosIM @TriodosNL

#4 From TINA to FOMO @DWS_Group

-> https://www.opiniopro.com/

Global Asset Allocation Views Q1 2020 -> https://www.opiniopro.com/2020/01/jp-morgan/global-asset-allocation-views-q1-2020/ #AssetAllocation #credit #equites #Equities #FixedIncome via @JPMorganAM

Economic resilience, Fed and elections to drive US markets in 2020 -> https://www.opiniopro.com/2020/01/amundi/economic-resilience-fed-and-elections-to-drive-us-markets-in-2020-2/ #consumption #election #monetarypolicy via @Amundi_ENG

The US federal reserve’s ‘whatever it takes’ moment has arrived -> https://www.opiniopro.com/2020/01/ubp/the-us-federal-reserves-whatever-it-takes-moment-has-arrived/ #AssetAllocation #centralbank #credit #ECB #Equities #FED #USA

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