
Active Equities
Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed.
Why BlackRock for active equity?
BlackRock offers both fundamental and systematic strategies that combine human insight and technology in varying degrees to seek the outcomes that you need. Four key strengths underpin BlackRock’s active equities platform.
Learn more about active equity investing at BlackRock
Investment strategies
BlackRock’s active equity team is actively ambitious on your behalf. Our active strategies are offered in two complementary approaches — fundamental and systematic. Each is distinct enough to seek to offer a differentiated source of investment return that can easily partner with other portfolio components to best target individual risk/reward goals.
BlackRock’s active equity strategies are fueled by combining human insights with innovative technologies

Source: BlackRock. For illustrative purposes only.


Meet our team

Source: BlackRock, as of March 31, 2019
Leadership
Latest insights about active equities
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Weekly market commentary
We recently cut risk, but we still prefer stocks over bonds for now. Find out why in our market commentary. -
Investment Institute
A new supply shock
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Russia Invades Ukraine
We see Russia’s invasion of Ukraine as the start of protracted tensions between Russia and the West. What are the investment implications? Read our insights. -
Portfolio Design
Confusion yields opportunity
Amid the market confusion so far this year, we see an opportunity to add to our overweight to developed market equities on a strategic horizon. Read why. -
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Accelerants of growth: Fiscal spend and policy
11-Feb-2022 | By BlackRockRead BlackRock insight featuring Rick Rieder’s commentary on the implications of fiscal spending on fixed income markets in 2022. -
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Italy Market Update
15-Dec-2021 | By BlackRockBruno Rovelli, Chief Investment Strategist BlackRock Italy gives the BlackRock Investment Institute (BII) Global Outlook 2022 -
Portfolio Design
Getting Granular
Our overweight on developed market equities is further bolstered by a more granular, sectoral approach. Learn more in the August 2021 Portfolio perspectives. -
Portfolio Design
The new nominal: Just getting started
25-May-2021 | By BlackRockThe interplay between monetary and fiscal policy has dominated the post-Covid macro environment. Read more on how it informs our strategic investment views. -
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The pandemic and the credit spectrum
31-Mar-2021 | By BlackRockCredit markets are strong. But behind the headlines, a more complex story is unfolding as long-running trends intersect with Covid’s economic consequences. -
Markets
Launching climate-aware portfolios
We believe the effects of climate change should be included in financial projections. This is why we are launching climate-aware asset class return expectations. -
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Climate change – turning investment risk into opportunity
We believe climate risk is investment risk. That is why we now include the effects of climate change in our portfolio design. Explore our new research. -
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A lens on emerging market equities
19-Feb-2021 | By Gordon Fraser, CFA | BlackRockEmerging market (EM) equities defied early gloom last year and ended with double -digit gains, outperforming developed markets. Read more in our newsletter. -
Markets
Davos Brief
The virus shock has transformed the global investment landscape, accelerating deep structural trends. Ahead of Davos, read our latest macro and market insights. -
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Staying on track in a world of change
13-Jan-2021 | By BlackRockHighlights from our start-of-the-year webcast, with investors looking at deployment and investment themes in real assets, credit and private equity. -
Portfolio Design
A new playbook for higher inflation
01-Dec-2020 | By BlackRockInflation has persistently undershot central bank targets. Yet we see three new forces that may lead to a higher inflation regime than expected. -
Investment actions
ESG moves centre stage
01-Dec-2020 | By Sonia RocherPrivate debt strategies can work with borrowers on ESG issues. Sonia Richer, Head of Research for European Middle Market Private Debt, explains how. -
Investment actions
A different kind of distressed-credit cycle
The pandemic is likely to drive a significant wave of restructuring that calls for a broader range of solutions than seen in prior cycles. -
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2020: A Year of BifurKation
An increasing body of evidence suggests the economic recovery from the Covid-19 pandemic is K-shaped – implying a distinct bifurcation of outcomes. -
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Per Heggenes
12-Nov-2020 | By BlackRockPer Heggenes is the CEO of IKEA Foundation, the philanthropic arm of the Swedish home furnishings company, IKEA. He drives the Foundation’s funding and innovation strategies. -
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Wenjie Lu
12-Nov-2020 | By BlackRockWenjie Lu, Director, China Investment Strategist, joined BlackRock in February 2017. He is responsible for formulating in-depth local market insights. -
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Evy Hambro
12-Nov-2020 | By BlackRockEvy Hambro, Managing Director, is the Global Head of Thematic and Sector based investing and team leader for the Natural Resources team at BlackRock. -
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Sir Ronald Cohen
12-Nov-2020 | By BlackRockSir Ronald Cohen is Chairman of The Portland Trust and the Social Impact Investment Taskforce established under the UK’s presidency of the G8. -
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Todd Whitenack
12-Nov-2020 | By BlackRockTodd Whitenack helped found BBR Partners in 2000 and is Co-Managing Partner of the firm, where he is responsible for meeting BBR’s goals and driving innovation. -
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Wei Li
12-Nov-2020 | By BlackRockRead the bio of Wei Li, Global Chief Investment Strategist at the BlackRock Investment Institute. -
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ESG in credit investing
30-Sep-2020 | By BlackRockA look at raising the bar in data collection, due diligence, and monitoring with BlackRock’s Head of Research for European Middle Market Private Debt. -
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Dynamism in credit: blending public and private credit
30-Sep-2020 | By BlackRockA look at the case for investing across the credit spectrum with BlackRock’s Head of Wealth Strategy for the Americas and two lead portfolio managers. -
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Credit’s new context: An economic crossroads
30-Sep-2020 | By BlackRockA look at the profound shifts in macroeconomics and geopolitics that have transpired as of late as well as thoughts on the imminent US election. -
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Managing risk in credit portfolios
30-Sep-2020 | By BlackRockA look at how assessment and attribution in credit can produce better outcomes with BlackRock’s Head of Global Private Credit Risk & Quantitative Analysis. -
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Credit’s role in the economic recovery
30-Sep-2020 | By BlackRockLooking ahead in a credit cycle like no other with BlackRock’s CIO and Global Co-Head of Credit as well as a variety of BlackRock global credit leaders. -
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Credit’s place in the portfolio
30-Sep-2020 | By BlackRockExploring the full public/ private toolkit and finding income with leading CIOs, credit specialists, and BlackRock’s Global Chief Client Officer. -
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Of capital flows and borrower balance sheets
30-Sep-2020 | By BlackRockLooking at the comparison between the deals investors are targeting and the financing companies need in private credit in the wake of COVID. -
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The evolution of private equity
The private equity industry has seen a variety of structural changes. We examine the of private equity over the past four decades. -
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Navigating the beta gap
Multi-asset strategies offer dynamic asset allocation, reduced reliance on market beta and access to a broader opportunity set to achieve investment outcomes. -
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Low risk, low inflation, low growth
Risk parity, a diversified, balanced, liquid strategy able to take on leverage, is well-positioned for a low rate, low inflation and low-growth environment -
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GTAA: An overlooked driver of long-term performance
: A GTAA investment framework is set apart by its uncorrelated return profile, financial instrument breadth, and forward-looking application of alternative data. -
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Readying for real resilience
Read about how we revamp our strategic asset preferences to position for market dislocations and the post-Covid 19 world. -
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Investing for income
We examine multiple opportunities to generate much-needed income in a world where benchmark interest rates are pegged near zero for the foreseeable future. -
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Predicting the path of recovery
BlackRock’s CIO of Fixed Income and former Treasury Secretary Summers discuss the outlook for economic recovery anf the future of monetary and fiscal policy. -
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Technology: Our new virtual reality
A discussion on trends that are reshaping the tech industry, where we see opportunities today, and what breakthrough technologies may shape our future. -
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Shining a spotlight on the stakeholder
A panel of investors discuss how they are approaching sustainable investing in order to drive change, and to potentially improve investment returns. -
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Conversations on race, bias and inequity
A series of conversations with leaders in government, corporations, non-profits and education on how racial inequity is affecting the workplace and society. -
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Governing through a crisis and the likely policy outcomes for 2021
Two former governors discuss how Covid-19's spread, the economic effects, and rising social unrest are affecting the country and the political landscape. -
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The renewable revolution
A look at how the world will power its energy needs in the future and where structural transformation is leading to investment opportunities. -
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Fortifying portfolios for the next crisis
The current crisis tested both portfolio construction and market liquidity. We examine the lessons learned and share insights on preparing for more volatility. -
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Healthcare in the age of the coronavirus
21-Jul-2020 | By BlackRockHealth care leaders explore how the efforts to combat the coronavirus are progressing, how technology is impacting the industry, and the future of healthcare. -
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Looking ahead: A conversation with BlackRock’s President
BlackRock’s president answers attendees’ questions, shares his insights on how clients are managing through the crisis, and offers perspective on the future. -
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America in a post-COVID world
A look at the challenges of governing in a time of political and social unrest and thoughts on the changes we’ll see as we exit the acute phase of the pandemic. -
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Purpose in crisis
A look at how companies are evolving to align with the needs of their stakeholders, their clients, their employees, and the communities that they serve. -
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Globalism at a crossroads
How changes in the geopolitical landscape are shaping the business environment, the fortunes of economies, investor sentiment and the path of corporations. -
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Assessing opportunities across private markets
Our panelists share insights on how they are positioning private markets portfolios for both near-term opportunities and long-term resilience.
Market themes may drive investment opportunities
Unprecedented market volatility over the year to date likely shifted many institutional investors away from their strategic asset allocation targets. These strategic targets are often designed to control risk, making rebalancing a critical component of a disciplined investment process.
As investors begin to rebalance, we see several opportunities to take advantage of changing equity markets and attractive valuations through active equity management. In an uncertain environment, we believe investors may find benefits in remaining disciplined, diversified, risk aware and flexible in their approach.

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Investors can seek resiliency in different ways:
- Minimum volatility: Minimum volatility strategies are designed to have less exposure to more volatile sectors, industries and individual securities. While less likely to outperform in up markets, min vol strategies may help mitigate downside risk, and recover more quickly than the broad market.
- High quality dividends: Income, especially in an era of historically low bond yields, can be a critical component of total return, providing the potential for outperformance over time.
- Hedge funds: While sometimes viewed as high risk, hedge fund drawdowns have proven to be shorter and shallower than equity market drawdowns, as shown in the chart below. In addition, returns typically demonstrate low correlations with traditional strategies.
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- Emerging markets and China: Emerging markets have more attractive valuations than developed markets following the market declines with P/Es at a 26% discount as of 31 March. China’s inclusion in the MSCI global indices is prompting increased interest in its diversified market.
- Technology: The technology includes a diverse set of opportunities in sub-sectors ranging from hardware to online services to gaming and beyond. Technology adoption in response to the pandemic may change the way people engage, boosting growth already strong growth.
- Health: In addition to favourable demographics, the health sector’s defensive characteristics and limited reliance on the economic cycle create resiliency and potential for growth
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Countries, sectors and individual stocks have reacted differently to the COVID-19 pandemic, creating a dynamic environment for active stock selection.
Active managers can take advantage of a high dispersion environment, where what you don’t own can be as important as what you do own.
Unconstrained strategies give managers the flexibility to pivot to the what they believe are the biggest areas of opportunity while avoiding areas expected to underperform. High conviction strategies offer the potential for amplified returns through concentrated portfolios.
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During the rebalancing process, consider increasing exposure to sustainable investments through dedicated impact strategies or implemented within traditional equity mandates.
Investors are increasingly aware that material sustainability-related factors can be tied to a company’s long-term growth potential. This makes sustainable investing a necessary component of a comprehensive research and due diligence process.
Flows to sustainable strategies support the idea they are becoming the norm, not an anomaly.