The overall direction of BlackRock's strategic tilts has remained stable amid a noisy macro backdrop. Market sentiment has swung between extremes since their last update in May as fears of runaway inflation gave way to concerns over deflationary spirals in the matter of a few months. These swings reflect – in their view –…
In this edition of PM Perspectives, we sit down with Bryant VanCronkhite, CFA, senior portfolio manager and co-team leader of the Special Global Equity team, to highlight his strategic approach to markets.
Equity investors often take the spotlight when it comes to discussing and considering environmental, social and governance-related (ESG) developments. An ownership stake often fuels interest in the company’s strategic plans, while proxy voting confers the opportunity to vote on key decisions.
Equity investors often take the spotlight when it comes to discussing and considering environmental, social and governance-related (ESG) developments. An ownership stake often fuels interest in the company’s strategic plans, while proxy voting confers the opportunity to vote on key decisions.
This timely Q&A with Senior Portfolio Manager Rob Guiliano explores the value of real assets in the current inflationary environment as well as their use as a long-term, strategic portfolio allocation.