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Macro insights

Stay ahead of markets with the latest insights from thought-leaders across BlackRock, including the BlackRock Investment Institute.

BII Outlook and Investment Directions

The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that investment is highly uncertain. We think leaning into the transformation and adapting as the outlook changes will be key.
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Global Weekly Commentary

Stay ahead of markets with the weekly insights from the BlackRock Investment Institute.
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Equity Market Outlook

Experts across our alpha-seeking platforms offer their thoughts on key themes they see affecting equity markets
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Sizing bitcoin in portfolios

Since its inception in 2009, bitcoin has boomed and helped spur the launch of a wide variety of cryptocurrencies. Over its short history, bitcoin has seen both major surges and selloffs. This volatility, plus bitcoin’s unique characteristics, raises the question of what role it should play in portfolios.
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AI's big questions
March 2025 | Read time: 5 min

AI offers great promise and has spurred heavy investment. But how could the economy change? Over what timeframe? And who will reap the rewards? In our latest report, we look at these questions and more

India: the next consumption wave
April 2025 | Read time: 5 min

Digitization, demographics to drive India’s next consumption wave.