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Global Weekly Commentary

The BlackRock Investment Institute’s views on latest market moves, key investment trends and what to watch out for the week ahead.

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Equities

China's technological opportunities

Explore how China is moving into higher-value industries through advances in technology, domestic innovation, automation and alternative energy.
Tech Selloff Creates an Opportunity

Explore how the recent market rotation has pressured tech stocks while creating a compelling long-term buying opportunity.
Why Asia deserves a fresh look

Explore how AI, domestic demand and structural change are reshaping opportunities across Asia, and why a more diverse region may call for a selective investment approach.
Fixed Income Outlook

Q3 2026 Fixed Income Outlook from BlackRock. Explore higher yields, Fed policy, portfolio construction and opportunities across global bond markets.
AI beyond big tech: Why Asia's growth story is just getting started

Explore how AI spending is supporting Asian equities, from memory chips to power infrastructure and data center cooling, and why selectivity matters for investors.
Not all bonds are equal: why Asian fixed income can do more

Learn how Asian fixed income can provide income, diversification and a broader opportunity set.
Equities

Equity Market Outlook

What do we see driving stock markets in the second half of 2026? Our Q3 outlook digs into diversification, AI evolution and underappreciated opportunities.
7 asset allocation myths it’s time to leave behind

Many investing rules that once seemed unshakeable don’t always work the way they once did. We unpack seven of the most persistent myths about building multi-asset portfolios, and what modern investors should think instead.
Investing in 2026: AI, the Middle East, and Income

Markets look calm but dispersion is high. AI is accelerating change and geopolitics widens near-term risk. Income and selectivity matter in 2026.
The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

By Rick Rieder

Rick Rieder explains how fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.
Systematic Investing

Navigating markets through 40 years of innovation

As markets transition from euphoric optimism to bearish pessimism, investors face a growing array of risks. Jeff Shen shares how relentless innovation is key to navigating markets and generating consistent, differentiated results.
Thematics

Unlocking growth: The AI investment opportunity

Recent developments in artificial intelligence (AI) have made some investors question their assumptions, but we see it as a long-term growth opportunity with significant implications for investors. Tony Kim explains why.
Systematic Investing

How AI is transforming investing

29-Aug-2024

As the reach of Artificial Intelligence (AI) extends across industries and society, learn how these technologies can be used for investing.
Systematic Investing

Using AI to tap into income

In this article, we break down how artificial intelligence (AI) is uncovering unique income opportunities from all corners of the world.
Equities

Looking in the wrong places for returns: Four common mistakes

Many investors agree that buying what we believe in, selecting those we expect to win, and holding on over time are key ingredients for success in stocks. Yet we still give in to short-term urges. How can we take control?

Scarcity vs. abundance

Global Weekly Commentary

Navigator: Reading the road

China's technological opportunities

Tech Selloff Creates an Opportunity

Why Asia deserves a fresh look

Fixed Income Outlook

AI beyond big tech: Why Asia's growth story is just getting started

Not all bonds are equal: why Asian fixed income can do more

Equity Market Outlook

7 asset allocation myths it’s time to leave behind

Investing in 2026: AI, the Middle East, and Income

The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

Navigating markets through 40 years of innovation

Unlocking growth: The AI investment opportunity

How AI is transforming investing

Using AI to tap into income

Looking in the wrong places for returns: Four common mistakes

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