Markets

Updated investment views for the second half

pednol-chan / Shutterstock
pednol-chan / Shutterstock

Lower for longer rates and low returns. Monetary policy may have reached the limits of its effectiveness in driving asset prices. And expect volatility ahead. These are the key themes BlackRock portfolio managers and executives believe are likely to shape markets in the second half, as I shared in an earlier post on our new midyear outlook . Also on our radar for the remainder of 2016: Political uncertainty and weaker global growth. You may be wondering, however, what this outlook means for portfolios, especially in the wake of the United Kingdom's Brexit vote . We have updated our investment views to reflect our expectations for the third and fourth quarters. Here's a quick look at some of our key asset class views for the second half.

Our outlook on fixed income improves

key headwinds to EMs have turned into tailwinds U.S. Treasuries and European sovereigns

More watchful on stocks

poor corporate earnings trends

What else?

our full midyear outlook Richard Turnill is BlackRock's global chief investment strategist. He is a regular contributor to The Blog .

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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