Taking a page out of the EM playbook - Listen - Market take

Taking a page out of the EM playbook

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Developed market central banks are starting to cut policy rates. Axel Christensen, Chief Investment Strategist for Latin America at the BlackRock Investment Institute, shares why we think they will have to keep them higher for longer, as some emerging markets already are.

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High-for-longer shapes strategic view

We see a world shaped by supply, with structural forces set to keep inflation pressures persistent and interest rates high for longer. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, highlights how we are evolving our strategic views as a result. General disclosure:...

Published 11/18/24

Market take

Published 11/18/24

Zeroing in on secular forces, not cycles

Market-moving events can highlight structural shifts underway. Our investment leaders grappled with the implications of a world shaped by supply at our 2025 Outlook Forum last week. Vivek Paul, the Global Head of Portfolio Research at the BlackRock Investment Institute, highlights the key...

Published 11/11/24