Why all investors should care about China

Isabelle Mateos y Lago, Global Macro Investment Strategist at BlackRock, puts China in context, showing how important it has become for the global economy. China’s debt-driven growth model is starting to reach its limits. Yet the country is also transitioning into a high-tech, more consumer-driven economy. How this economic evolution plays out will have major … Continue reading “Why all investors should care about China”

U.S. election: Trump win

Views from Blackrock’s Strategists & Portfolio Teams – We see Republican presidential nominee Donald Trump’s unexpected election victory bringing market and policy uncertainty in the short run. Trump’s agenda lacks detail and departs from the Republican Party tradition on trade, security and entitlements. Tapping into a backlash against the Washington status quo, he has often … Continue reading “U.S. election: Trump win”

UK VOTE: OUT OF EUROPE

The UK’s momentous decision to leave the EU brings long-lasting political and economic consequences. We expect European leaders to focus on fending off domestic populist movements emboldened by the British exit and on preventing the entire EU edifice from falling apart. This points to a tough negotiating stance toward the UK and less focus on … Continue reading “UK VOTE: OUT OF EUROPE”