Look beyond the crypto hype What’s the prospect of cryptocurrencies after their dramatic price rallies? Are they coming of age as investment targets yet? Richard shares our views.… Read More
Is momentum’s moment over? Momentum was dented in the early February stock market swoon, but we believe its moment isn’t over. Kate explains.… Read More
Underappreciated factors behind fast-rising bond yields The early February spike in equity market volatility came on the heels of fast-rising bond yields. Jeff explains what’s behind the quickening pace.… Read More
Yes, rates and stocks can rise together…. for now Think rising interest rates and higher stock prices are like oil and water? Think again, says Russ, at least for the time being.… Read More
Boiling down two changes to BlackRock’s asset class views We have upgraded our view of U.S. stocks and shifted to neutral on European equities. Richard explains why.… Read More
5 ways to help navigate choppy markets Five themes to monitor as market volatility picks up.… Read More
Eyeing up winners (and losers) in the U.S. tax overhaul The new tax code is complicated, and while highly taxed companies appear early winners (on paper), the top line hides great detail below. Kate explains.… Read More