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BlackRock Evaluates Emerging Markets and European Equities

Posted by WrapManager's Investment Policy Committee

June 8, 2017

When contrarian becomes consensus...

Many investors have flocked to emerging market (EM) and European equities this year, as money has broadly flowed back into risk assets. Our analysis suggests these equity trades are becoming consensus, and EM and European stocks are no longer the contrarian trades that they were for much of 2016. 
 
Read the three key points of BlackRock's weekly commentary below, or view the entire four-page weekly investment commentary now.

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Emerging Markets Investing Investment Plan Economic/Market Outlook Blackrock Inc Eurozone Money Manager Commentary

JP Morgan Sees Potential in Europe, Emerging Markets

April 27, 2017
In the first quarter of 2016, investors feared that weak conditions in many emerging markets, commodities and global manufacturing would deteriorate into a full blown recession across the developed world and China. As stock markets struggled, equity investors overwhelmingly preferred defensive stocks and gave an unusually generous discount to companies vulnerable to weak economic activity and low interest rates. But the recession never arrived. Reduced fiscal austerity and continued easy monetary policy, coupled with greater confidence in the industrial sector and increased bank lending, have reignited global growth. Commodity prices have rallied, and the outlook for corporate profits now appears better than it has in several years. Though equity markets have moved quickly to price in the welcomed shift, we still see opportunities, especially outside the U.S., after many years of substantial returns for the S&P 500. Read the entire market commentary here. [+] Read More

BlackRock Update November 2016

December 5, 2016
U.S. equity indexes hit records; U.S. dollar index surges to nearly 14-year highs. Richard Turnill, BlackRock’s Global Chief Investment Strategist, summarizes the week highlights news to watch in the week ahead. Read an excerpt of his weekly commentary below, or download the complete commentary as a PDF. [+] Read More

BlackRock Weekly Update September 2016

September 12, 2016
September interest rate increase looks less likely... Richard Turnill, BlackRock’s Global Chief Investment Strategist, gives us the week in review. Turnhill was previously Chief Investment Strategist for BlackRock’s fixed income and active equity businesses, and has also led the Global Equity investment team. Read an excerpt of his weekly commentary below, or view the entire weekly investment commentary here. [+] Read More

Brexit's Effect on Europe: Legg Mason Chart of the Week

September 7, 2016
The Bottom Line Uncertainty about Brexit’s impact may have rippled through financial markets, but so far the biggest economies in continental Europe seem to have taken it in stride. The latest PMI data—reflecting purchasing managers’ answers to a range of questions about business conditions—suggests growth could continue expanding at a slow but steady pace. Coming in at 53.3, the Eurozone Flash Composite PMI for August, was better than expected—and the highest in seven months.1 [+] Read More