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Portfolio construction insights

A fast-changing world requires a responsive approach to building portfolios. At BlackRock, we look to blend alpha, factors and indexing to achieve optimal outcomes - and we are keen to share our knowledge.

Blurring of lines: Index and Active

Gone are the days when product implementation was limited to broad, regionally-focused building blocks selected in silos – think index vs. active. The portfolio of the future uses the full investment toolbox containing a blend of index and active investments.
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Portfolio construction in the new regime

The investment landscape is evolving due to increased macro and market volatility driven by supply constraints. Key trends include the shift to a low-carbon economy, digital disruption and AI, demographic changes, geopolitical fragmentation, and the future of finance, with private debt expanding.
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The multi-asset perspective

In the current regime of higher interest rates and greater macro and market volatility, we believe there is a bigger role for active strategies and possibly opportunities for skilled managers to find and deliver active returns.
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Unlock insights on sustainable and transition indices

Understand the differences between sustainable and transition indices with our quarterly deep dive on performance.

We explore the drivers of active returns in different sustainable and transition indices, giving you the tools to help you make more informed investment decisions.
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Positioning in US equities

In the current regime of higher interest rates and greater macro and market volatility, we believe there is a bigger role for active strategies and more opportunities for skilled managers to find and deliver active returns.
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Stop overlooking Japan
July 2024 | Read time: 5 Min

International investors are finally recognising the potential of Japanese stocks. Looking at the country’s corporate reforms and domestic demand, it’s not hard to see why.

Closing the underweight in Japanese equities could enhance your portfolio's risk-return profile. Our view: double down.

Your view on structural trends
July 2024 | Read time: 5 Min

Are structural trends like the low-carbon transition, digital disruption, and AI changing how you think about asset allocation and portfolio construction?

Share your thoughts and we’ll send you insights on portfolio trends drawn from hundreds of investors like you from across the EMEA region.

Unlock insights on sustainable and transition indices
July 2024 | Read time: 5 Min

Understand the differences between sustainable and transition indices with our quarterly deep dive on performance.

We explore the drivers of active returns in different sustainable and transition indices, giving you the tools to make more informed investment decisions.

Equity Product Prism
July 2024 | Read time: 10 Min

A framework to navigate a vast universe for equity opportunities.

The bar has been reset, and it’s much higher.
March 2024 | Read time: 5 min

We are in a new era - markets are evolving, client’s business models are changing – this is the most significant transformation we have seen in a generation. The Portfolio of the Future has arrived, read our exclusive guide now.

Getting active in portfolios: A strategic guide
March 2024 | Read time: 10 min

Three possible ways to be active in portfolios: 1) adopting a more dynamic approach to long-term portfolio construction, 2) being more active with index strategies and delivering alpha through flexible usage of index building blocks, and 3) allocating more to highly skilled active managers to capture additional long-term alpha opportunities.

A bigger role for active strategies
March 2024 | Read time: 10 min

The new regime of greater macro and market volatility rewards an active approach. For those able to consistently pick skilled managers, we think active strategies could play a bigger role in portfolios today.

It’s time. Consider a dynamic approach to your portfolio.
December 2023 | Read time: 5 min

The move towards more dynamic asset allocation and more frequent evaluation of strategic portfolio weights makes a holistic multi-asset portfolio approach even more critical than it already was. A consistent experience for clients in terms of both risk and return will only be possible with more dynamic movements of the asset mix.

Sectors in portfolios
December 2023 | Read time: 5 min

Tilting portfolios to equity sectors to time market swings and staying selective could allow investors to enhance portfolio diversification and performance. Understanding sector correlations and risk contributions is key to successful implementation.

Cash is back… a tailwind for global macro
December 2023 | Read time: 5 min

In many regions, cash now offers a nominal risk-free return substantially above that of the last decade. What does this mean for a multi-asset, global portfolio? Tom Becker – portfolio manager of the BlackRock Tactical Opportunities Fund explores.

Events Hub

Our virtual events hub brings you BlackRock's thought leaders on topics including global macro insights, investment strategies in public and private markets, product spotlights and more.