Brian Dunlap, CIMA®, CBDA®’s Post

Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/gFSxGhSw. For Professional Investors Only

Many of the advisors I work with are focused on what might be next for the Fed. Our May Advisor Outlook looks at how markets have repriced meaningfully since the start of the year, and discusses how advisors might want to position portfolios differently whether they expect the Fed to hold, cut, or hike rates in 2024. Many investors across BlackRock expect that the Fed will hold rates through September as a base case, which may benefit short & intermediate-term bonds, higher-yielding “plus” fixed income sectors, quality stocks and alternative strategies. Check out the full outlook to explore insights for how you can align your portfolios with the current market conditions: https://lnkd.in/g3gk_fv2. For Professional Investors Only

As we kick off the summer, we’re seeing a lot of green across the markets: stocks were up in May following a season of stronger-than-expected earnings, and bond prices rose as decelerating inflation has appeared to take the possibility of Fed hikes off the table. Still, restrictive interest rate policy continues to weigh on some parts of the market more than others, while also creating opportunities in "cash plus" asset classes. Our favorite ways to play today's markets? An overweight to quality stocks, a preference for private equity over small caps, a lean towards "cash plus" alternatives and international bonds, and a selective approach to "plus" sector bonds and private credit. Check out my team's June Advisor Outlook for more details on my latest thinking on current market trends and potential opportunities> https://1blk.co/3RdZGyh #wealthmanagement #financialadvisors For Professional Investors Only

In case you missed it. What can we expect from EM equities now that the Fed has started to cut rates? During the latest Global Strategy Meeting, TRG’s analysts and portfolio managers examined the factors commonly linked to broad EM outperformance. Read here: https://lnkd.in/e8vQ7H4S

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.

Equities have sustained their strength, moving into the holiday season with positive underlying momentum. There's a lot to like within the technical backdrop, as the recent advance has come on broad participation and a risk-on tilt. Read more in the Weekly Market Guide.