The US Federal Reserve is (reluctantly) ending a long period of abnormally low rates. Traditional drivers of portfolio returns such as productivity and earnings growth are set to reassert themselves.

BlackRock Investment Institute

Risk assets are grinding higher and volatility is extraordinarily low - and monetary stimulus is still plentiful. What does life after zero (rates) look like?

BlackRock Investment Institute

Against a backdrop of currency slides, yield spikes and chronic equity underperformance, we invited our EM experts to defend their asset class against three charges.

BlackRock Investment Institute

We are introducing three new investment scenarios for 2014 - our base case, Low for Longer; our bull case Growth Breakout, and our bear scenario, Imbalances Tip Over.

BlackRock Investment Institute

One Fed exit has become clear. Chairman Ben Bernanke will hand over to Janet Yellen. The second - exiting an era of ultra-loose monetary policies - is fiendishly difficult.

BlackRock Investment Institute