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Why we stay risk-on in the short term

BlackRock Commentary: Why we stay risk-on in the short term

Last week’s central bank actions buoyed market sentiment, prompting BlackRock to maintain a pro-risk stance in their tactical outlook for the next six to twelve months as Q2 begins. Despite lingering concerns about persistent U.S. inflation and diminishing expectations of Federal Reserve rate cuts, they observe that stock markets are resilient.

U.S. & Japan a tale of two overweights

BlackRock Commentary: U.S. & Japan: a tale of two overweights

The upcoming Federal Reserve and Bank of Japan (BOJ) meetings, along with recent data, draw attention to the macroeconomic landscapes of the U.S. and Japan. While U.S. markets reflect optimism amid cooling inflation, BlackRock anticipates that positive risk appetite will remain largely unchallenged in the months ahead.

Blue Whale Update: Transcendent Companies

In this article, Stephen Yiu, discusses how in today’s volatile landscape, Blue Whale Growth Fund maintains a steadfast commitment to its high-conviction approach.

Low-carbon transition themes in 2024

BlackRock Commentary: Low-carbon transition themes in 2024

BlackRock is closely monitoring how the low-carbon transition is impacting investment returns, recognizing it as a significant force shaping the market landscape. They anticipate potentially market-moving developments in three key areas this year.

Fixed Income Macro Views Just a little patience

Franklin Templeton Fixed Income Macro Views: Just a little patience

Franklin Templeton Fixed Income economists are seeing evidence of sticky inflation across the Group of Three (G3) nations. While central banks in the United States and eurozone are gauging when to embark on monetary easing, the Bank of Japan will likely hike in April. All three will continue to monitor wages (and their impact on services inflation) and the balance of risks to economic growth.

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