3 themes BlackRock is watching

With nearly $9 trillion in assets, BlackRock is at the confluence of how money moves across the global financial system as well as tectonic shifts in market trends. The asset manager’s think-tank of economists and portfolio managers recently sat down to discuss key themes to monitor on the back of COVID-19. They include:

1. Activity restart – How governments are planning to re-open economies; 
2. Policy revolution – The blending of monetary and fiscal policy, and the impact on markets when support levels are tapered; and 
3. Real resilience – Building portfolios in an era of de-globalisation. 

As these factors slowly play out, they are currently coalescing into ultra-low interest rates today and thus reducing the ability of government bonds to act as a portfolio ballast. 

In this wire Blair Hannon, ETF Specialist at BlackRock, expands on these views and discusses other potential options for fixed income investors seeking to generate higher returns. 

Look at Fixed Income in a new way

To learn more about benefits of fixed income ETFs and the role they can play in a portfolio click here.