🔔 Our 2023 Global Outlook is out now! 🔔
We’re in a new, more volatile regime – driven by production constraints. What worked for investors in the past won’t work now. A new investment playbook is needed ➡️ 1blk.co/3VlZkFM
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Global investment manager. Technology provider. Helping more and more people experience financial well-being. Disclosures: bit.ly/2vmehgr
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This year many longstanding market premises had to be updated. #QuestionOfTheWeek: Which of these market consensus views are mostly likely to be proven wrong in 2023?
When you make a selection it cannot be changed
Globalization has peaked
No choice but equities
Recession is foretold
Higher inflation (3+%)
365 votes6 days left
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Mark Wiedman, our Head of Global Client Business, recently visited the Avedore Plant near Copenhagen, Denmark – one of the businesses providing solutions for the transition to a #netzero economy. Watch how this energy company is transforming the future of #electricity.
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More rate hikes are likely this week as central banks try to fight #inflation. Yet markets expect rate cuts in 2023 as recessions loom. Alex Brazier of the BlackRock Investment Institute shares why we think they’re clinging to an old playbook. #MarketTake 1blk.co/3G20GQV
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We’ve said investors need a new playbook as we go into a new year. How does it differ from the old one? Watch 👇 and read more in our 2023 Global Outlook. 1blk.co/3FLeXRD
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Why does the BlackRock Investment Institute think investors should consider a new playbook for 2023? Wei Li, BlackRock’s Global Chief Investment Strategist, explains the 3 investment themes in the 2023 Global outlook. 1blk.co/3P1exJP
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Markets expect rate cuts in the U.S. in 2023 and beyond – we don’t see that happening. We think central banks won’t follow the old recession playbook of reducing interest rates as recession looms. Read why 👉 1blk.co/3iYYyQw
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Rising costs in 2022 have exacerbated food insecurity issues around the 🌎. Learn how our clients’ investments in #technology are supporting the farmers growing our food:
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Do you think you know enough about #healthcare investing? Dr. Andrew Lo, professor and economist, joins us on The Bid #podcast to break down the issues with drug development and how the industry might move forward to benefit patients better. Watch 👉 1blk.co/3Y6XYjM
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Inflation should cool as pandemic spending patterns normalize and energy prices relent – but as the “politics of recession” takes over, we think central banks will stop hiking before inflation is on track to get all the way back down to 2% ➡️1blk.co/3olRAEI
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Higher bond yields are a gift to investors who have long been starved of income. We take a granular approach to capitalize on this, rather than taking broad, aggregate exposures. Our Global Outlook explains why➡️1blk.co/3olRAEI
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We believe recession is foretold as central banks race to try to tame inflation. We think a continuous reassessment is needed of how much of the coming economic damage is in the price, rather than simply “buying the dip.” Read more in our Global Outlook 1blk.co/3olRAEI
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We expect to turn more positive on risk assets at some point in 2023 – but we’re not there yet. And when we are, we don’t expect the sustained bull markets of the past.
Where does that leave investors? Read our 2023 Global Outlook. 1blk.co/3Bl1eOP
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We recently visited the Avedore plant near Copenhagen, Denmark – one of the businesses providing solutions for the transition to a #netzero economy. Watch how this energy company is transforming the future of #electricity.
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Want to know how the global energy crisis will impact markets? Alex Brazier and Gargi Chaudhuri break it down on The Bid #podcast. Watch here: 1blk.co/3Y5wz1Y
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The new regime of greater market and economic volatility is playing out – and we think it requires a new investment playbook. Read our latest weekly commentary to see what the new playbook holds 👉1blk.co/3XVSIQ2
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We expect more market volatility ahead. Capturing investment opportunities requires more frequent portfolio changes and getting granular, instead of having broad exposures.
Check out our 2023 Outlook to find out how we go granular within asset classes ➡️ 1blk.co/3H84wJ7
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How can investors position for the continued economic and market volatility we see ahead? Our 2023 Global Outlook presents a new investment playbook. Read more about our 3️⃣ investment themes – and how we translate them into updated asset views. 1blk.co/3VtNU2O
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Here’s why the BlackRock Investment Institute believe investors need a new playbook for 2023. Wei Li, BlackRock’s Global Chief Investment Strategist, explains the 3️⃣ investment themes in the 2023 Global outlook. 1blk.co/3H0vAtH
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Three themes are central to the BlackRock Investment Institute’s new investment playbook. #QuestionOfTheWeek Which do you think is most important for portfolio positioning next year and beyond?
Read more about each theme in our 2023 Outlook: 1blk.co/3olRAEI
- Pricing the damage28.2%
- Rethinking bonds20.8%
- Living with inflation50.9%
216 votesFinal results
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A bigger share of the U.S. population has reached #retirement age and some workers retired early due to the pandemic. Nicholas Fawcett of the BlackRock Investment Institute explains why aging will weigh on the economy. WATCH #MarketTake 👉 1blk.co/3GU6ug2
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Rising costs in 2022 have exacerbated food insecurity issues around the 🌎. This #GivingTuesday, learn how our clients’ investments in #technology are supporting the farmers growing our food:
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The U.S. population is aging: an ever-bigger share is past 64, the average retirement age. That’s worsening the labor shortage, which is a key driver of #inflation. And it means the Fed would have to crush activity to get inflation back to its 2% target. 1blk.co/3U9Aw29
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Most BlackRock portfolio managers and strategists believe we’ll either be talking about a short and shallow recession or one that lasts multiple quarters in the U.S. in 2023. See how they voted on the #QuestionOfTheWeek👇
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Traditional portfolios with a 60:40 or 50:50 equity-bond split won’t work in this volatile economic & market regime. Vivek Paul of the BlackRock Investment Institute shares our strategic views & why we lean into investment-grade credit. WATCH #MarketTake👉1blk.co/3i4ABae
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WATCH: Carolyn Weinberg, Global Head of Product, and Index Investments at BlackRock, explains how bond ETFs are transforming the fixed income market. #BLKBottomLine
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How is the #energy crisis going to impact global markets? Alex Brazier and Gargi Chaudhuri break it down on The Bid podcast. Watch here: 1blk.co/3U1Cq4N
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We expect the total return from stocks over the coming decade to be greater than the return from fixed income assets, even if equities take a near-term hit. Read our weekly commentary to find out why 👉1blk.co/3ErpEqK
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The U.S. economy is slowly decelerating even as the Fed has hiked rates at the fastest pace in four decades. Consensus estimates from economists see the U.S. economy avoiding a recession in early 2023. #QuestionOfTheWeek What is your GDP outlook over the course of 2023?
- Slowdown but no recession18.3%
- Shallow recession16.1%
- Modest recession28.5%
- Deep recession37.1%
796 votesFinal results
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U.S. stocks surged after the good news of inflation rising less quickly in October. But one data print does not make a trend. Wei Li of the BlackRock Investment Institute shares why markets may be underappreciating recession risks. WATCH #MarketTake 👉 1blk.co/3TDae8r
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How are bond ETFs transforming the fixed income market? Carolyn Weinberg, Global Head of Product, and Index Investments at BlackRock, breaks down the powerful trends emerging across the global bond ETF industry. #BLKBottomLine
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A lower-than-expected U.S. inflation reading drove a surge in the S&P 500 last week. But that leaves stocks even further from pricing in the recession we see coming to the U.S. The BlackRock Investment Institute stays underweight developed market equities. 1blk.co/3X3ENHi
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What does #energy infrastructure have to do with your shopping list? Meet Armando to learn how his job helps you get your essentials: 1blk.co/3Tqbn31
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BlackRock portfolio managers and strategists debate whether the strong U.S. dollar has already peaked, and if not, whether the last Fed rate hike or a recession will mark its peak. See their responses to the #QuestionOfTheWeek below 👇
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Salim Ramji explains how voting choice can empower more asset owners to have a deeper and more direct connection to the companies they are invested in. Read here: 1blk.co/3TmfBbO
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Last week, some 100 of our market experts debated how the new regime is playing out & more key topics –like geopolitical fragmentation, net-zero transition– at our 2023 Outlook Forum. Alex Brazier & Wei Li share 3 key takeaways in this week’s #MarketTake 👉1blk.co/3UFidT7
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BlackRock’s top investment leaders came together last week at the 2023 Outlook Forum. They share 3 key takeaways:
1️⃣ The NEW volatile market regime is playing out...
2️⃣ & it's not about to change.
3️⃣ We need a NEW investing playbook.
Read more here ⬇️1blk.co/3DEmaRi
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We’re committed to a future where every investor can participate in shareholder voting. Voting Choice is available to the majority of our institutional clients - and our hope is that one day, every investor, including individuals, will have it as well. 1blk.co/3Ea2iqD
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The U.S. is grappling with a worker shortage that’s pushing up inflation. But with an ever-growing share of the population over 64, there’s not much respite in sight, says the BlackRock Investment Institute. Read our latest blog post 👉 1blk.co/3FM3vWm
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The U.S. economy has been more resilient than the rest of the world. Risk aversion has tended to prop up the U.S. dollar – it’s been a great hedge for risk-off market moves since February 2022. #QuestionOfTheWeek What will mark the peak of the strong U.S. dollar
- It’s already peaked23.8%
- The last Fed rate hike20%
- A recession35.3%
- Nothing for a while20.9%
580 votesFinal results
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