Zeroing in on secular forces, not cycles
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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 takeaways from the event.
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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.
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Published 11/18/24
Published 11/18/24
The Federal Reserve is set to cut interest rates again this week. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, discusses why recent economic data supports our policy expectations for the Fed.
Published 11/04/24
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