December 2, 2025 | AI’s buildout is dominated by a handful of companies that are spending on a scale so large, it has macro impact. The challenge for investors is reconciling whether AI will generate revenues of the same order of magnitude as the huge capital spending plans.
Pushing Limits
Navigating market volatility
Real-time insights from the BlackRock Investment Institute on U.S. trade protectionism, global reactions, and market implications.
BlackRock Investment Institute
Weekly market commentary
Fixed income outlook
22-Oct-2025 | By BlackRock
In bond investing, small consistent gains can be meaningful. Today’s market offers diversification opportunities, with technology and automation helping investors enhance traditional approaches.
2026 Private Markets Outlook
01-Dec-2025 | By BlackRock
Explore our latest private market outlook, featuring insights on where investors see potential growth for private credit, the global real estate market reset, a generational opportunity in private infrastructure, and how investors are using secondaries as a core tool for liquidity.
Seizing the Generational Infrastructure Opportunity
29-Apr-2025 | By BlackRock
GIP President and COO Raj Rao shares his view of the investing landscape for infrastructure, the trends shaping the future, and how BlackRock and GIP are transforming the global opportunity set.
Capital Market Assumptions
19-Feb-2025 | By BlackRock
Our capital market assumptions (CMAs) and our asset allocation toolkit enables investors to view our expected returns across asset classes in seven currencies and access our strategic views for US dollar, euro and sterling portfolios.
Larry Fink on economic growth and prosperity
In his 2025 Chairman’s Letter to Investors, Larry Fink shares how our thinking on retirement can be reshaped, and how expanding access to capital markets can help build a more prosperous future for more people.
Institutional insights
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.
