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BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Now may be an opportunity for bonds: 2024 fixed income ideas
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Podcasts by BlackRock

Get to know our featured podcasts. In the Know is made exclusively for advisors and their clients. The Bid is our top-rated financial podcast produced for a wide range of investors.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

The Bid

This popular financial podcast is designed for a wide range of professional and individual investors. The Bid breaks down what's happening in the world of investing and explores the forces changing the economy and finance.

Listen to more episodes of The Bid podcast

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos for timely insights on markets, geopolitics and economics.

 

­Market take

Weekly video_20240325

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Last week was a big week for central banks and the key events worked out in favor of risk assets and we are dialing up risk-taking.

Title slide: Why we stay risk-on in the short term

1: U.S. Federal Reserve

I’ll start from the Fed. They stopped [at] three cuts for this year in their dot plot, even as they revised up growth and inflations forecasts. And that very much green-lit risk assets and reinforced our view that the current positive sentiment while the bar is pretty high to disrupt that. We continue to like U.S. equities and lean into AI as a theme.

2: Bank of Japan
Now moving to the Bank of Japan, it’s really quite an example of how to do something big in the most boring way. They hiked rates for the first time in seventeen years and markets liked it. They, in fact, alleviated some of our concerns around [a] policy mishap because: number one, they really framed out a normalization path rather than a policy tightening path; and number two, they didn’t really drop yield curve control despite what they said. They also said that in case of [a] rapid rise in long-term rates they would make swift adjustments, so they merely just relaxed the yield curve control which is quite positive for risk sentiment.

And this on top of positive earnings momentum, we’re looking at 12% earnings growth for this year as opposed to consensus of 6-8%. But we bring all of this together while further upgrading Japanese equities now three times in a row now. We’ve been upgrading it to the biggest single country overweight and from a whole portfolio perspective we are using already underweight in Japanese government bonds, we bring that to even more underweight to fund this upgrade of Japanese equities.

Now [the] Bank of Japan will be still more accommodative and still buy Japanese government bonds but from a total return perspective they really compare less favorably to other asset classes in this environment.

Outro: Here’s our Market take

We stay risk on we continue to like the U.S. and Japanese equities. We think that there is still more room to go. But we are paying very close attention to inflation and earnings for any turn in momentum. But for now, we ride on.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

­Market take

Weekly video_20240325

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Last week was a big week for central banks and the key events worked out in favor of risk assets and we are dialing up risk-taking.

Title slide: Why we stay risk-on in the short term

1: U.S. Federal Reserve

I’ll start from the Fed. They stopped [at] three cuts for this year in their dot plot, even as they revised up growth and inflations forecasts. And that very much green-lit risk assets and reinforced our view that the current positive sentiment while the bar is pretty high to disrupt that. We continue to like U.S. equities and lean into AI as a theme.

2: Bank of Japan
Now moving to the Bank of Japan, it’s really quite an example of how to do something big in the most boring way. They hiked rates for the first time in seventeen years and markets liked it. They, in fact, alleviated some of our concerns around [a] policy mishap because: number one, they really framed out a normalization path rather than a policy tightening path; and number two, they didn’t really drop yield curve control despite what they said. They also said that in case of [a] rapid rise in long-term rates they would make swift adjustments, so they merely just relaxed the yield curve control which is quite positive for risk sentiment.

And this on top of positive earnings momentum, we’re looking at 12% earnings growth for this year as opposed to consensus of 6-8%. But we bring all of this together while further upgrading Japanese equities now three times in a row now. We’ve been upgrading it to the biggest single country overweight and from a whole portfolio perspective we are using already underweight in Japanese government bonds, we bring that to even more underweight to fund this upgrade of Japanese equities.

Now [the] Bank of Japan will be still more accommodative and still buy Japanese government bonds but from a total return perspective they really compare less favorably to other asset classes in this environment.

Outro: Here’s our Market take

We stay risk on we continue to like the U.S. and Japanese equities. We think that there is still more room to go. But we are paying very close attention to inflation and earnings for any turn in momentum. But for now, we ride on.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

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Featured Webinars for Advisors

Register for an upcoming webinar discussion—or view a replay—with BlackRock's leaders on how advisors can navigate markets and build stronger relationships with clients.

Alternatives Outlook: February 2024

Watch the replay of our latest Alternatives Outlook  webinar where our top thought leaders discuss how implementing private credit may build portfolio resiliency with potentially new sources of return.

In the Know recap: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.