blackrock

During the Great Moderation, the mantra was “be long and don’t touch”. But with a wave of transformation sweeping through markets, BlackRock thinks it’s time for investors to switch things up.

Super funds are an accumulation wonder of the world, but when it comes to retirement they’re in the same leaky boat as every other defined contribution system. BlackRock wants to bail it out.

The $1.7 trillion global investment manager PGIM has brought together its alternatives units in a sign of their growing importance to its biggest clients.

A BlackRock survey of institutional investors has found the growing appetite for private markets is dampened only by liquidity concerns. Meanwhile, its strategists warn that the efficacy of the classic 60/40 portfolio is waning.

Political polarization in the United States and new regulations affecting the labelling of products and funds means boutique ESG managers are back in the spotlight.

The market view is still too optimistic, according to the BlackRock Investment Institute, and investors aren’t truly considering the risk of a recession.

The end of supportive monetary policy is bringing wild market volatility with it, and the old impulse to “buy the dip” will no longer be rewarded.

The rivers of gold that have flowed over the last decade have not flowed to more innovative products, according to Boston Consulting Group.

BlackRock has flagged an ESG-lite agenda ahead of the 2022 corporate proxy-voting season.

Regulators won’t be able to scrub out environmental, social and governance (ESG) ‘greenwashing’ in the investment industry, according to influential US finance academic, Aswath Damodaran. In a blistering attack on the ESG investing sector last month, Damodaran says greenwashing – or falsely marketing funds as sustainable (or the like) – is an indelible feature of…