Thought leadership
Latest Market Updates
AdvisorIntelligence Capital Gains Estimates - November 2023
AdvisorIntelligence’s Newest Capital Gains Estimates are now available below under Resources.
October 2023 Monthly Market Update
Stocks and bonds fell simultaneously in October amid higher interest rates and intensified global ...
Targeting resilient portfolio construction with alternatives —BlackRock
As investors address today’s portfolio construction challenges, a balanced and outcome-oriented al ...
Investing in Q4: quality, diversification, and tax loss harvesting —BlackRock
Recent poor stock and bond performance lends opportunities to diversify with alternative strategie ...
Finding Value in a Higher Rate Environment - BBH
While the risks associated with higher rates, a strong dollar, elevated energy prices, tighter cre ...
Rates, Recession & Reversion—Artisan Global Value Webcast
Michael McKinnon, portfolio manager of the Artisan Global Value Fund and Artisan Select Equity Fun ...
Navigating Higher-for-Longer Interest Rates - BBH
U.S. Treasury rates rose during the third quarter as the U.S. economy appeared to be on strong foo ...
How to invest for the next phase of AI—BlackRock
Explore opportunities within the realm of computing infrastructure that are emerging alongside the ...
Income + growth: investing to have your cake and eat it too—BlackRock
Equity investors are often forced to choose between upside potential or high dividends. Do option- ...
AdvisorIntelligence Capital Gains Estimates - Q3 2023
AdvisorIntelligence’s Capital Gains Estimates for Q3 are now available below under Resources.
iShares Fall 2023 Investment Directions—BlackRock
Discover investment opportunities across U.S. equities, fixed income, and international exposures ...