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Macro and market views Asset class views By client type

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Macro and market views

The BlackRock Investment Institute shares our outlook for economic growth, inflation, financial conditions and geopolitics.

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India: Tapping into India's transformation

Mar 4, 2025 | By BlackRock Investment Institute

We think mega forces can help India stand out with strong growth long term, especially relative to aging developed economies. Learn more about the long-term opportunity we see unfolding in India.
2025 Investment Outlook

Dec 4, 2024 | By BlackRock Investment Institute

Mega forces, or structural shifts like the rise of artificial intelligence, are reshaping economies. We stay risk-on as we look for transformation beneficiaries. Learn more about our big investment calls for 2025.
Why we favor Japan in strategic portfolios

May 14, 2024 | By BlackRock Investment Institute

We hold an above-benchmark allocation to Japan stocks in long-term portfolios as a benign macro backdrop brightens the outlook for corporate profits. Explore more.
Time for active returns

Feb 27, 2024 | By BlackRock Investment Institute

The new regime of greater macro and market volatility rewards an active approach. Read more about how we see active strategies playing a role in portfolios today.
Emerging markets financing the transition

Nov 28, 2023 | By BlackRock Investment Institute

Emerging markets are pivotal to the global transition to a low-carbon economy, one of the five mega forces we see sweeping markets and economies. Learn more.
Mega forces: An investment opportunity

Oct 17, 2023 | By BlackRock Investment Institute

Mega forces are big, structural changes that affect investing now - and far in the future. Read more about the five mega forces we are tracking.
Tracking the low-carbon transition

Jul 7, 2023 | By BlackRock Investment Institute

The BlackRock Investment Institute Transition Scenario is our framework for tracking the low-carbon transition. Read about the opportunities it may bring.
New market regime, new approach

Apr 11, 2023 | By BlackRock Investment Institute

Traditional portfolios no longer serve investors in the new market regime, in our view. We share the ABCs of a new approach. Read our Investment perspectives.
No 2008 redux, but recession coming

Mar 16, 2023 | By BlackRock Investment Institute

Recent market gyrations in the global banking sector are not rooted in a banking crisis, in our view. It's evidence that recession is coming. Read our bulletin.
More financial cracks emerge from rate hikes

Mar 13, 2023 | By BlackRock Investment Institute

What does the collapse of two U.S. regional banks mean for Fed rate hikes, financial markets and the broader economy? Our bulletin explains – read more.
Global Macro Outlook

Jan 16, 2023 | By BlackRock Investment Institute

Supply constraints are now the driving force of inflation, rather than excess demand. Here we explore macro volatility and the implications of higher inflation.
Davos brief

Jan 25, 2021 | By BlackRock Investment Institute

Our new Davos brief presents a snapshot of BII’s latest views on the macro outlook, geopolitics and markets – as global leaders debate the state of the world through the digital “Davos Dialogues.”
Portfolio construction

Explore the portfolio construction research behind BlackRock's modern framework for strategic asset allocation and building resilient investor-specific portfolios.
Time for policy to go direct

Mar 9, 2020

A coordinated policy response to the coronavirus shock is needed to avoid persistent economic damage.
Coronavirus warrants caution

Feb 26, 2020

We are reducing our overweight equity and credit exposures due to coronavirus outbreaks but maintain benchmark holdings.
Davos brief

Jan 17, 2020

The global economic expansion is stretching, but powerful structural trends are testing limits — and intersecting with the near-term outlook.

Stay up to date with the latest global weekly commentary provided by the BlackRock Investment Institute.

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Investment actions by asset class

Our latest investment ideas based on the current market environment, covering fixed income, equities, alternatives and multi-asset strategies.

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BlackRock’s inflation hub features our latest market insights and investment recommendations concerning post-pandemic inflationary trends. Explore more.

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Personalized insights for institutional clients

We partner with the BlackRock Investment Institute and thought leaders throughout our firm to deliver you investing insights and analysis across asset classes, investment strategies and borders.

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At BlackRock, the institutions we serve – from foundations to large pension funds – collectively serve hundreds of millions of individuals around the world. That’s why we work alongside them as they contribute to the financial futures of the people who depend on them.

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Explore our insights hub

Explore BlackRock’s latest insights for institutional investors

Macro and market views

India: Tapping into India's transformation

2025 Investment Outlook

Why we favor Japan in strategic portfolios

Time for active returns

Emerging markets financing the transition

Mega forces: An investment opportunity

Tracking the low-carbon transition

New market regime, new approach

No 2008 redux, but recession coming

More financial cracks emerge from rate hikes

Global Macro Outlook

Davos brief

Portfolio construction

Time for policy to go direct

Coronavirus warrants caution

Davos brief

Global weekly commentary

Investment actions by asset class

Equity Market Outlook

Hedge Fund Outlook: Adapting to the New Regime

Fixed Income Outlook

The underestimated edge: machine learning in macro investing

Market Volatility: Another Factor Driving Credit's Expansion

Seizing the Generational Infrastructure Opportunity

AI: The real estate opportunity

Macro matters

Growth and venture debt

Navigating the (new) conundrum

Winter 2025 markets commentary: Don’t discount the ‘higher for longer’

2025 Private Markets Outlook

On the Historical Outperformance of Private Equity

Private Debt in Focus

Global Credit Outlook: 4Q2024

Venture capital market outlook

Energy Pragmatism: An Evolving Approach for the Mid-21st Century

APAC RE: Unlocking opportunities

Equity investing for a new era: The return of alpha

Amid solid earnings, volatility more about sentiment than fundamentals

Private Debt: The multi-faceted growth drivers

Let’s Get Real (Rates)!

Rethinking fixed income asset allocation: A systematic approach

The alpha opportunity in U.S. equities

CFP Impact Report

4 equity insights from a mostly sunny earnings season

STRATOS: A direct approach to carbon emission

Sourcing alpha in the new regime

Global real estate viewpoint

Fixed income portfolio views

Income, evolved: A systematic approach to diversifying sources

2024 Private Markets Outlook

Portable alpha strategies

Credit risk in focus amid bank tumult

Private debt in focus

Hedge Fund Opportunities

Building for growth: Unlocking the power of infrastructure assets

2023 Private Markets Outlook

2022 Midyear Global Outlook

Staying calm amid market volatility

Sizing up inflation

Building for growth

Private market opportunities in China

Sourcing deals in today's private markets

Private markets 2021 webcast

Private market paths in re-emerging Asia

Private capital’s role in post-Covid healthcare

The evolving picture in private equity

Accelerating sustainability

The dynamic opportunity set in credit

Assessing portfolio risk and optimizing rebalancing strategies

Comparing private market opportunity

Capitalizing on equity market dislocation

Windows on real estate

Opportunities and risks in credit markets

Private equity in a changed landscape

Current dynamics in credit markets

Private markets in a time of turbulence

Sizing up inflation

Personalized insights for institutional clients