INVESTMENT CAPABILITIES

Equity investing at BlackRock

Market returns are not always enough to meet lifetime financial goals, which is why we are tireless in our pursuit of something more. The mission of our equities team is to seek to deliver consistent, risk-mitigated, market-beating results for our clients over the long term.

At BlackRock, we offer a diverse selection of equity products across our mutual funds range, including fundamental, systematic, and thematic equities.

Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.

Key takeaways

  • 01

    Fundamental equities

    Our fundamental equity investors build portfolios company by company, digging deep to assess the merits of individual businesses and seek to gain a thorough understanding of their long-term potential. The goal: outperforming the market by building a diversified portfolio of fundamentally sound companies that are priced right for their prospects.

  • 02

    Systematic equities

    Our systematic equity strategies are designed with the aim to deliver consistent and differentiated alpha to our clients. Our passion is combining human insight, data and technology to generate compelling benchmark relative or absolute investment returns.

  • 03

    Thematic equities

    Our thematic strategies are fundamental in nature and focus on long-term trends instead of specific companies or sectors, enabling investors to identify future drivers of return. Five mega forces shape our thematic philosophy: demographic divergence, digital disruption and AI, a fragmenting world, future of finance and low-carbon transition.

Risk: Diversification and asset allocation may not fully protect you from market risk.

Equity Market Outlook

In our latest Equity Market Outlook, our key investment managers and CIOs evaluate global and regional opportunities and share their insights on the main themes driving the market.
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Why BlackRock for equities?

Leverage the full breadth of our investment platform

We harness the power of human intellect, technology, and the global scale of BlackRock with the aim to capture opportunities and mitigate risks as they arise.

Rely on our expertise to power your portfolios

With over 37+ years1 of collective experience, our global connectivity and cross-asset class collaboration powers our unique, panoramic investment view.

Delivering performance

Our goal is to provide you with the quality and value you deserve and expect, with our comprehensive set of offerings.

Risk: Risk management cannot fully eliminate the risk of investment loss.

Source: 1 BlackRock, as at 31 March 2025.

Leverage the full breadth of our investment platform

We harness the power of human intellect, technology, and the global scale of BlackRock with the aim to capture opportunities and mitigate risks as they arise.

Rely on our expertise to power your portfolios

With over 37+ years1 of collective experience, our global connectivity and cross-asset class collaboration powers our unique, panoramic investment view.

Delivering performance

Our goal is to provide you with the quality and value you deserve and expect, with our comprehensive set of offerings.

Risk: Risk management cannot fully eliminate the risk of investment loss.

Source: 1 BlackRock, as at 31 March 2025.

BlackRock’s Aladdin® platform is a financial technology platform designed for institutional use only and is not intended for end investor use.

Risk: While proprietary technology platforms may help manage risk, investment risk cannot be fully eliminated.

What are the risks associated with equities?

While there are many potential benefits to investing in equities, like all investments, there are risks as well. Market risks impact equity investments directly. Stocks will often rise or fall in value based on market forces. As a result, investors can lose some or all of their investment due to market risk.

Other types of risk that can affect equity investments include:

  • Credit risk: a company could be unable to pay its debt.
  • Foreign currency risk: a company’s value could change because of shifts in the value of different international currencies.
  • Liquidity risk: a company could be unable to meet its short-term debt obligations.
  • Political risk: a company’s returns could suffer because of a country’s political changes or instability.
  • Economic concentration risk: a company’s value could drop because it’s too concentrated in a single entity, sector or country (putting all its eggs in one basket). If the value of that factor drops, the company will get hurt disproportionately.
  • Inflation risk: a company’s value could drop because it’s hurt by rising inflation, thus diluting its worth.

Explore our main equity investing strategies

  • BlackRock offers a broad selection of fundamental equity funds covering all major developed and emerging markets, including Asia Pacific, Europe, Global, Latin America, Middle East & Africa, and North America. Our long-only range includes benchmark-plus, outcome, and high-conviction strategies.

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  • BlackRock’s systematic equity fund range includes long-only, long/short, and absolute return strategies, providing clients with cost-effective, risk-mitigated, and market-neutral solutions aimed at generating benchmark-relative or absolute investment returns.

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    Risk management cannot fully eliminate the risk of investment loss.

  • Our comprehensive range of thematic funds offer investors various ways to gain global exposure to the different mega forces driving the economy. The funds draw on our depth of research and breadth of resources in pursuit of delivering alpha to our clients.

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    There is no guarantee that research capabilities will contribute to a positive investment outcome.

Discover our equity funds

At Blackrock, we offer a wide range of equity solutions to cater to the diverse needs of our clients. Our range encompasses both active equity mutual funds and active equity ETFs.

Meet our experts

Helen Jewell
CIO for Fundamental Equities, EMEA, BlackRock
Becci McKinley-Rowe
Global Co-Head of Fundamental Equities, BlackRock
Raffaele Savi
Global Head of BlackRock Systematic and Co-CIO of Systematic Equities
Ahmed Talhaoui
Head of the Blackrock Systematic Group for EMEA and APAC

Global Equity Outlook

What’s next for markets? Our key investment managers and CIOs evaluate regional opportunities and share their insights on the main themes driving the market.
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