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BlackRock Commentary: Why we still prefer stocks over bonds

Equities have fallen hard this year on the prospect of rapid rate increases to rein in inflation, the tragic Ukraine war and a slowdown in China. BlackRock think equities remain more attractive than bonds, even as the historic sell-off in bonds has cut the gap between the two.

Notes from the Trading Desk – Franklin Templeton

Given recent declines, there is much discussion around what is priced into market. With global markets declining for six consecutive weeks, there is an increasing debate over how much bad news is priced in, and whether markets are now oversold.

Blue Whale Update: 2022 Performance Update

In this article, Stephen Yiu, discusses the performance of the Blue Whale fund as at the end of April 2022 in light of the Ukraine crisis and inflation woes which have weighed heavily on markets this year.

BlackRock Commentary: A rebalancing act to reduce risk

BlackRock sees little chance of a perfect economic scenario of low inflation and growth humming along. Last week’s market rout shows investors are adjusting to this reality. We upgrade investment grade (IG) credit and European government bonds to neutral as we see opportunities there.

MeDirect Bank to discuss geopolitical tensions, inflation and high-yield bonds during upcoming online webinar

On Thursday 12th May 2022, MeDirect will be holding its fourteenth edition of medirectalk focusing on the current Geopolitical Tensions and what the latest developments could indicate for global economies and markets in general. We will also discuss energy price rises, inflation outlook and central banks’ actions with a particular focus on the global high yield bond market.

Notes from the Trading Desk – Franklin Templeton

Last week saw some extreme moves in equity markets as investors digested several central bank announcements, most notably the Federal Reserve (Fed) meeting on Wednesday. In Ukraine, the Russian advance in the east made marginal gains, and with no mention of peace talks anymore, a long, drawn-out campaign into the summer seems probable. The impact of this on commodity and food prices is clear.

BlackRock Commentary: Wage-price spiral ahead? Not really

U.S. wages are growing at the fastest clip since the 1980s. Is this the start of a “wage-price spiral” – a vicious cycle of companies funding higher pay by raising prices, causing employees to ask for even higher wages? We don’t think so. In reality, we find companies are paying less in labor costs per unit of output than before the pandemic thanks to higher productivity and prices. We believe wages can rise further without adding to inflation – and help normalize the labor market.

BlackRock Commentary: The differentiated appeal of EM debt

Inflation and hawkish central bank talk have spooked investors and led to bond losses not seen since the 1980s in developed markets (DMs). EM debt has also suffered, even ahead of the stress test of higher DM policy rates. The good news: Many EM central banks were early in raising rates to try to rein in inflation.

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