Investment Commentary

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Weekly Investment Commentary

Crosscurrents for Equities Continues

August 30, 2010

Despite a rally on Friday, stocks ended the week in negative territory and remain range-bound. Looking ahead, BlackRock Chief Equity Strategist for Fundamental Equities Bob Doll believes that the trading range is likely to continue, but that equities should grind higher as the economic picture becomes more clear.

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Fixed Income Market Outlook

Promise and Peril of Prospective Government Action

August 2010

A slow-growth recovery, supported by ongoing (and possibly increasing) quantitative easing could be supportive of spread asset markets, but implementation risks remain abundant, according to Rick Rieder, BlackRock's Chief Investment Officer of Fixed Income, Fundamental Portfolios.

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Why High Yield Offers High Appeal

Point of View With James Keenan

August 2010

James Keenan, Head of Leveraged Finance Portfolios and Investments, recognizes that "risk" assets are the first to feel the pain when investor nerves are rattled, but explains why the outlook for high yield investments is favorable, particularly in a low-yield, slow-growth environment.

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Municipal Markets Investment Commentary

Solid Month for Munis

August 2010

Municipal bonds posted solid performance in July, with the strongest results seen among intermediate maturities. Despite challenging fundamentals, technicals remain strong and BlackRock's Municipal Bond Management Committee believes munis continue to represent reasonable value.

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BlackRock Investment Directions

Third Quarter 2010

BlackRock recommends maintaining a bias toward higher-quality assets in light of their attractive valuations and tendency to perform well during periods of weak economic growth, as we provide asset allocation ideas and indicate where we believe investors can find the best opportunities in today's markets.

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For Stocks, It's Anything But the Lost Decade

Point of View With Kevin Rendino

June 2010

While many investors worry that stocks are expensive, Senior Portfolio Manager and contrarian investor Kevin Rendino believes the market is actually a bargain at current levels and ripe with opportunity. In this Point of View, Mr. Rendino looks back at the "lost decade" and discusses why today's stock market is indicative of anything but.

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Mining for Value in Energy and Resources Stocks

Point of View With Dan Rice and Denis Walsh

June 2010

Energy and resources stocks have done well as the world economy heals, notwithstanding heightened uncertainty stemming from the ongoing oil crisis in the Gulf. In this Point of View, Managing Directors Dan Rice and Denis Walsh, industry experts and co-heads of the BlackRock Energy and Resources team, discuss the outlook for equities in their area of investment focus.

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The Case for US Stocks

Market Views From the Large Cap Series Team

June 2010

The ongoing cyclical recovery, attractive valuations and potentially lower risk levels make US stocks more attractive than their developed market counterparts, writes Bob Doll, Chief Equity Strategist for Fundamental Equities and Head of the Large Cap Series Team in this new client report.

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This material is provided as an educational tool. BlackRock cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in these publications or from any other source mentioned.