QUARTERLY MARKET OUTLOOK WEBINAR

Making sense of mixed signals

Today’s market and macroeconomic backdrop can present a perplexing front. Stocks and bonds have both been bid up, while inflation, growth and unemployment rates have seemingly decoupled. But perched at the close of this eighth year of a bull market, the stakes are high when it comes to making sense of seemingly mixed signals.

On October 12, Philip Vasan, Head of Investments and Portfolio Solutions, moderated a discussion with Chief Fixed Income Strategist Jeffrey Rosenberg, Head of U.S. Multi-Sector Fixed Income Bob Miller, and Portfolio Strategist Patrick Nolan as we sought to separate signal from noise.

Topics discussed included:

  • The continued case for growth and our preference for risk assets
  • The path forward for monetary policy at home and abroad
  • Portfolio construction suggestions to best seize opportunities
  • Answers to live, viewer-submitted questions

View replay

Our speakers
Jeffrey Rosenberg
Chief Fixed Income Strategist
Jeffrey Rosenberg, CFA, Managing Director, is BlackRock's Chief Fixed Income Strategist and a member of the BlackRock Investment Institute.
Bob Miller
Head of U.S. Multi-Sector Fixed Income
Bob Miller, Managing Director, is head of the U.S. Multi-Sector Fixed Income team within BlackRock's Global Fixed Income group and a member of the Global Fixed ...
Portfolio Strategist, BlackRock Portfolio Solutions
Head of Investments and Portfolio Solutions