BlackRock(@BlackRock):Strong earnings growth can be durable even as long-term government bond yields rise. We see structural forces driving both trends today, calling for a different portfolio approach. In this week’s #MarketTake, Devan Nathwani unpacks why these signals are not contradictory and what they mean for portfolios:

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BlackRock@BlackRock

2026.08.12 20:00

Strong earnings growth can be durable even as long-term government bond yields rise. We see structural forces driving both trends today, calling for a different portfolio approach. In this week’s #MarketTake#, Devan Nathwani unpacks why these signals are not contradictory and what they mean for portfolios: