---
title: "BlackRock warns bond returns hinge on selectivity amid inflation risks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/287464195.md"
description: "BlackRock warns that bond returns are increasingly reliant on selectivity due to supply shocks and AI changes. Morgan Stanley cautions that persistent inflation may lead to simultaneous declines in stocks and bonds, undermining the 60/40 portfolio's diversification. Current market volatility is evident with oil prices exceeding $100, 30-year Treasury yields at 2007 highs, and over $900M in crypto liquidations."
datetime: "2026-05-24T15:05:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287464195.md)
  - [en](https://longbridge.com/en/news/287464195.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287464195.md)
generator: "portal-rs"
---

# BlackRock warns bond returns hinge on selectivity amid inflation risks

New fixed income regime: BlackRock sees supply shocks and AI-driven changes altering bond market behavior, making outcomes more dependent on selectivity than broad exposure. Inflation threat to 60/40: Morgan Stanley warns persistent inflation could cause stocks and bonds to fall together, eroding the traditional diversification benefits of the 60/40 portfolio. Market volatility snapshot: Oil above $100, 30-year Treasury yields at 2007 highs, and crypto liquidations over $900M highlight cross-asset stress.

### Related Stocks

- [MS.US](https://longbridge.com/en/quote/MS.US.md)
- [BLK.US](https://longbridge.com/en/quote/BLK.US.md)
- [SHY.US](https://longbridge.com/en/quote/SHY.US.md)
- [TLT.US](https://longbridge.com/en/quote/TLT.US.md)
- [SHV.US](https://longbridge.com/en/quote/SHV.US.md)
- [BIL.US](https://longbridge.com/en/quote/BIL.US.md)
- [IEF.US](https://longbridge.com/en/quote/IEF.US.md)
- [BND.US](https://longbridge.com/en/quote/BND.US.md)
- [VGLT.US](https://longbridge.com/en/quote/VGLT.US.md)
- [SPTL.US](https://longbridge.com/en/quote/SPTL.US.md)
- [GOVT.US](https://longbridge.com/en/quote/GOVT.US.md)
- [BTX.US](https://longbridge.com/en/quote/BTX.US.md)
- [BIT.RT*.US](https://longbridge.com/en/quote/BIT.RT*.US.md)
- [BDJ.US](https://longbridge.com/en/quote/BDJ.US.md)
- [BSTZ.US](https://longbridge.com/en/quote/BSTZ.US.md)
- [BIT.RT.US](https://longbridge.com/en/quote/BIT.RT.US.md)
- [MS-O.US](https://longbridge.com/en/quote/MS-O.US.md)
- [MS-Q.US](https://longbridge.com/en/quote/MS-Q.US.md)
- [MS-E.US](https://longbridge.com/en/quote/MS-E.US.md)
- [MS-I.US](https://longbridge.com/en/quote/MS-I.US.md)
- [MS-L.US](https://longbridge.com/en/quote/MS-L.US.md)
- [MS-P.US](https://longbridge.com/en/quote/MS-P.US.md)
- [MS-A.US](https://longbridge.com/en/quote/MS-A.US.md)
- [MS-F.US](https://longbridge.com/en/quote/MS-F.US.md)
- [MS-K.US](https://longbridge.com/en/quote/MS-K.US.md)

## Related News & Research

- [REG - Great Portland Ests. - Holding(s) in Company](https://longbridge.com/en/news/298702115.md)
- [Here's the best way to invest in bonds for the long term, according to these five-star portfolio managers](https://longbridge.com/en/news/299036466.md)
- [Here's How Much $100 Invested In Morgan Stanley 10 Years Ago Would Be Worth Today](https://longbridge.com/en/news/298782133.md)
- [Morgan Stanley cuts Teleperformance stake to 4.88%](https://longbridge.com/en/news/298933151.md)
- [Adani Airports captará 1.000 millones de dólares en capital primario de destacados inversores globales](https://longbridge.com/en/news/298503144.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**