Investment insights from BlackRock
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
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Cracked, but not broken
The Great Moderation era is over, replaced by a more volatile regime. Investors accustomed to cheap money are having to adjust. While an extended equity bull market is unlikely, longer-term strategies could mean attractive returns. This edition of blink features insights from expert voices across BlackRock on how to navigate the new environment.
Insights include:
• Greetings from the new emerging markets A fresh look at EM is making it the place to be.
• What's up with wages? Labor demand is high. Participation rates are low. Where does that leave portfolios?
• Focus on quality Investors need to look out for quality companies. But first, we need to define quality".
We hope you enjoy the read.