Global Strategy Outlook

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Video: Turning risk in climate investment into opportunity (BlackRock, 2021)

Climate change is real and cannot be ignored by investors. Climate risk is investment risk, and BlackRock sees it is as a historic investment opportunity. BlackRock's capital market assumptions (…

Company:

BlackRock Institutional

30 Apr 2021

Latest posts

Blokland’s Daily Sketch, 14 May (Robeco)

From Robeco, a daily comment on investment industry issues. This is the latest in a regular series of daily reports.

Robeco Graph of the Week (12 May)

A weekly analysis of interesting graphs on financial and economic markets from Robeco.

Multi-Asset Monthly Outlook May 2021: Metals – Anything but rusty (Robeco)

Uncommon Truths – Will tapering ruin our Covid memories? (Invesco, Apr 2021)

Macro Monthly: Four investing lessons from China’s recovery (UBS AM, May 2021)

Market Scenarios and Risks (Amundi, May 2021)

The End of the Great Moderation and the Return of Volatility (Amundi, May 2021)

Investment Traffic Lights (DWS, May 2021)

Asset Allocation Monthly – Passing the baton (BNP Paribas AM, May 2021)

U.S. Equties: Veteran portfolio manager shares his view on the post pandemic investment environment (Capital Group, Apr 2021)

Blokland’s Daily Sketch, 14 May (Robeco)

Fixed Income Asset Allocation Insights: Credit markets turn positive as treasury rates dip (PineBridge Investments, May 2021)

Robeco Graph of the Week (12 May)

Big-Tech Bloodbath Continues After Biggest Sell-Program In History

Q1 Earnings Monitor: The jobs puzzle

The bears take control

Retail trading in the stock market declined sharply in March despite $1,400 stimulus checks, according to JPMorgan

Alan Joyce on navigating the turbulence

NFIB conservatives grudgingly turn bullish

'Nothing is more supremely irritating than watching your neighbors get rich': Legendary investor Jeremy Grantham breaks down the psychology of investing in bubbly assets like Dogecoin — and shares where long-term investors can find cheap assets

Nasdaq tumbles 2% as inflation fears continue tech-fueled market sell-off

Renowned strategist Tom Lee shares 3 top sectors to buy to leverage a fully open US economy for the rest of 2021— and breaks down an oil-driven trade with more than 370% upside

2016 Outlook: Stop Waiting for Godot!

Global Strategy Outlook

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