View from the rock

Commentary

22 February 2021

Blackrock anticipated both an increase in inflation and a more muted response in nominal yields.

View from the rock

Commentary

04 February 2021

Blackrock comment that overall equity valuations do not look stretched. Low interest rates, some inflation and the vaccine facilitated economic restart will, in their view, continue to support risk assets.

View from the rock

Commentary

29 January 2021

Blackrock have several key themes that they think will play out in 2021 and the years ahead. Increasing inflation, changes in globalisation and accelerated transformations

Focus on non-equity allocation Dec 2020

Commentary

07 January 2021

We look at the non-equity assets currently held by the 1OAK MA80 fund in more detail and show how Blackrock have switched from conventional fixed income to assets that they expect will perform better in the future.

Blackrock Turn Bullish For 2021

Commentary

07 December 2020

Global equity markets have recently hit record hights on the back of positive vaccine news and the expectations of stimulative fiscal packages in the US and Europe.

1OAK MA80 Portfolio Update

Commentary

23 November 2020