Author: Heidi Richardson

Heidi Richardson is a Global Investment Strategist for BlackRock. She is responsible for relating the Investment Strategy Team’s research and investment views to a wide variety of investors. She joined the firm in 2010 with twenty three years of active investment experience across both equities and fixed income. She writes about how to implement BlackRock’s best investment ideas.

Disclosure: The content Market Realist publishes should not be construed as investment advice, nor do the opinions expressed necessarily reflect the views of BlackRock.

Brazil’s performance in the 2016 Rio Olympics and worldwide speculation about a Fed rate hike might have a role to play in the country’s stock market performance in fiscal 2016.

Fragile Five is a term coined in August 2013 to represent emerging market economies, including India, that had become too dependent on foreign investments to finance their account deficits.

Weak corporate earnings growth will increasingly become a major contributor to market volatility in 2016.

When the Fed hikes interest rates, it attracts yield seekers away from riskier assets towards safe-haven assets like Treasuries.

Heidi Richardson recently visited 10 European countries over four weeks, and observed many signs supporting a currency-hedged exposure to European stocks.

The exact timing of a rate hike isn’t as important as making sure your portfolio is prepared for an impending rate regime change where rates are expected to rise gradually and remain low for long.

Although the recent market sell-off and global volatility eliminated a rate hike this week, US economic data still support Fed liftoff.

Japanese stocks are nowhere close to the levels seen in the late 1980s. Japan's Nikkei 225 Index peaked at ~40,000 in 1989, but since then it has been a painful ride for the Japanese.

The seemingly never-ending Greek debt (GREK) saga continues to play out, complete with twists, turns, and obstacles à la typical potboiler.

The US technology sector was expected to be the worst hit due to the rise of the dollar, as almost 60% of its revenues are estimated to come from abroad. This is more than any other sector in the S&P 500.