Special Reports
Special reports are provided for insight into market events and trends. View the PDF or subscribe yourself to future updates by using the buttons below.
What's Ahead in 2009
Autumn Update
October 2009
Stocks continued their winning ways during the third quarter as the economy transitioned from a recession to what we believe will be a supbar recovery. In the autumn update to What's Ahead in 2009, Bob Doll, BlackRock Vice Chairman and Global Chief Investment Officer of Equities, provides his thoughts and analysis on the economy and financial markets, updates his 12 Predictions for 2009 and offers suggestions as to areas of the market where investors can find value.
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The Appeal of Dedicated-Tax Bonds
Analysis From the Municipal Bond Management Committee
October 2009
The fiscal plight of state and local governments has been the subject of much media attention, leading to speculation over issuer bankruptcies and bond defaults. Against this backdrop, BlackRock's Municipal Bond Management Committee addresses the appeal of dedicated-tax bonds -- municipal debt that is supported by a broad established revenue stream that covers annual debt service, making the likelihood of default very remote and providing some solace for investors.
From Recession to Slow Growth Recovery:
Opportunities for Investors
October 2009
The economy appears to be moving out of recession, but a number of uncertainties remain. What will the recovery look like? How much of an issue will inflation be? What is the likely future direction of the financial markets? In this new report, Bob Doll, BlackRock Vice Chairman and Global Chief Investment Officer of Equities and Curtis Arledge, Managing Director and Co-head of the US Fixed Income Portfolio Management Group address these questions and provide their thoughts as to where investors can find value in the current markets.
The Term Asset-Backed Loan Facility &
Public-Private Investment Program:
Overview and Investment Opportunities
July 2009
Governments and policymakers worldwide have taken aggressive measures and created a range of programs to combat escalating credit-induced deflation. One US government initiative that has recently garnered headlines has been the announcement of the Public-Private Investment Program (PPIP), which includes the expansion of the Term Asset-Backed Securities Loan Facility (TALF). Although the proposed programs have received widespread media attention, those who are considering how to invest in the various components of the programs have raised a number of questions. This report attempts to provide some perspective and offer guidance as to how potential investors might consider approaching the PPIP and expanded TALF programs.
State of the State and Local Governments
Update From the Municipal Bond Management Committee
March 2009
The fiscal plight of the US states has been the focus of much recent attention. This report from BlackRock's Municipal Bond Management Committee discusses the financial condition of state and local governments, including how the federal stimulus package will assist municipal issuers. The report also provides an analysis of municipal credits and offers suggestions on where opportunities may be found in the muni marketplace.
Weathering Uncertain Markets
Learning From the Past, Positioning for the Future
February 2009
Economic difficulties, wild market swings and a general sense of uncertainty have caused some investors to abandon their long-term investment plans. This report discusses these concerns, provides context around the history of market downturns and suggests investment strategies that can help investors cope with and manage through periods of uncertainty and market volatility.
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.