FIBR Forecast


Bullish Case: FIBR might gain from recovering fixed income markets, given its diversified portfolio and mean-reverting behavior. Steady interest rates could stabilize returns.




Bearish Case: Persistent macroeconomic risks, combined with historical negative returns over extended periods, may limit upside potential, particularly in volatile economic environments.




Potential Outcomes:
  1. Flat Performance (50%): Continued price stability due to risk-balanced strategy.
  2. Gradual Uptick (30%): Recovery in fixed income markets boosts demand.
  3. Downturn (20%): Economic shocks or inflation pressures dampen performance.



April 10, 2025


BlackRock Institutional Trust Company N.A. - iShares U.S. Fixed Income Balanced Risk Factor Forecast

FIBR        BlackRock Institutional Trust Company N.A. - iShares U.S. Fixed Income Balanced Risk Factor











Correlated Assets

Assets that tend to move strongly with FIBR



AGI Forecast + Options Trading Strategies   AGI  Alamos Gold (0.73)


VNET Forecast + Options Trading Strategies   VNET  VNET (0.73)


ICE Forecast + Options Trading Strategies   ICE  Intercontinental Exchange (0.69)


EXC Forecast + Options Trading Strategies   EXC  Exelon (0.66)


OUNZ Forecast + Options Trading Strategies   OUNZ  VanEck Merk Gold (0.66)



Uncorrelated Assets

Assets with little price relationship to FIBR



GROY Forecast + Options Trading Strategies   GROY  Gold Royalty (-0.0)


CG Forecast + Options Trading Strategies   CG  Carlyle (0.0)


AMGN Forecast + Options Trading Strategies   AMGN  AMGEN (0.01)


AZN Forecast + Options Trading Strategies   AZN  Astrazeneca (0.01)


ROST Forecast + Options Trading Strategies   ROST  Ross Stores (0.01)



Anticorrelated Assets

Assets that tend to move strongly against FIBR



GES Forecast + Options Trading Strategies   GES  Guess (-0.65)


NOG Forecast + Options Trading Strategies   NOG  Northern Oil and Gas (-0.65)


NBR Forecast + Options Trading Strategies   NBR  Nabors Industries (-0.68)


CLSK Forecast + Options Trading Strategies   CLSK  Cleanspark (-0.69)


ATKR Forecast + Options Trading Strategies   ATKR  Atkore (-0.71)









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