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Equity investing

Equity market outlook: What to watch

Experts across our alpha-seeking platform reflect on stock market drivers in the months ahead – from the macro picture and tariff-related worries; to European equity prospects; to using alternative data to unlock opportunities early.

BlackRock Investment Institute

Weekly market commentary

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BLACKROCK INVESTMENT INSTITUTE

2025 Midyear Global Outlook: Getting a grip on uncertainty

U.S. policy shifts and elevated uncertainty mark the evolution of the new macro regime. Identifying the defining features of this environment is critical now. We have more certainty about near-term outcomes than long term – keeping us positive on risk assets and U.S. stocks. Mega forces like AI are the new potential driver of returns.

Institutional insights

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