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Ishare trading3/22/2023 And I’m joined today by my colleagues Tony DeSpirito, CIO of U.S. I’m your host Will Su, Co-Director of Research for the U.S. stock market from their different vantage points and experience. Today we’re bringing together two investors from different generations to examine the factors shaping the outlook for the U.S. Intro: Welcome to this special edition of The Bid meets our Expert-to-Expert investing series from our Fundamental Equities group. And that in nutshell is how we can add value as active investors. All other marks are the property of their respective owners.Open: Tony: Active management's about studying history, studying the current data but then adding judgment to that because data and history doesn't see around corners, human judgment does. iSHARES and BLACKROCK are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. The iShares Funds are distributed by BlackRock Investments, LLC (together with its affiliates, “BlackRock”). There is no guarantee that any strategies discussed will be effective. The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. Diversification and asset allocation may not protect against market risk or loss of principal. All regulated investment companies are obliged to distribute portfolio gains to shareholders. Transactions in shares of ETFs will result in brokerage commissions and will generate tax consequences. When comparing stocks or bonds and ETFs, it should be remembered that management fees associated with fund investments are not borne by investors in individual stocks or bonds. Transactions in shares of ETFs may result in brokerage commissions and will generate tax consequences.Īll regulated investment companies are obliged to distribute portfolio gains to shareholders. There can be no assurance that an active trading market for shares of an ETF will develop or be maintained. Non-investment-grade debt securities (high-yield/junk bonds) may be subject to greater market fluctuations, risk of default or loss of income and principal than higher-rated securities. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments. Typically, when interest rates rise, there is aĬorresponding decline in bond values. Investing involves risk, including possible loss of principal.įixed income risks include interest-rate and credit risk. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting or Read the prospectus carefully before investing. BlackRock is not affiliated with Institutional Investor or any of their affiliates.Ĭarefully consider the Funds' investment objectives, risk factors, and charges and expenses before investing. Survey data citations throughout the report refer to questions answered by 760 or more respondents unless noted otherwise. In Q3 2020, Institutional Investor conducted a global survey of 766 institutional investment decision makers at insurers, endowments, family offices, foundations, pensions, and asset management firms regarding their experiences and actions during severe market volatility in the early part of 2020. This whitepaper was sponsored by BlackRock Investments, LLC, which is not affiliated with Visual Capitalist or any of their affiliates. By downloading, you agree to our Privacy Policy.
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