Market insights and portfolio ideas

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  • What vaccine progress means for stock markets

    Vaccines and variants: Plotting the path to stock market success

    New virus variants are stoking COVID-19 angst, but we see vaccination programs opening the door to economic and market recoveries.
  • Actively investing in emerging market equities

    Actively investing in emerging market equities

    Many investors turn to EM equities seeking exposure to trends or stories. While many of these storylines may bear out in the long run, they tend to lack predictive power for asset returns.
  • Emerging markets

    Three reasons to consider emerging market stocks

    Why invest in EM stocks? Growth potential and diversification are commonly cited benefits, yet thin positioning in many portfolios relative to the opportunity set, suggests many investors are unconvinced.
  • Implementation Guide
    MARKET INSIGHTS

    2021 EMEA Implementation Guide

    Read more on our most recent market views, including implementation ideas.
  • Driving change towards racial equity

    Driving change towards racial equity

    Read and listen in to our latest BlackRock Insight Series on the subject of racial equity, both at BlackRock and in the wider financial services industry.
  • Global Emerging Markets: Deciphering economic cycles in the pursuit of alpha

    Emerging Markets: Deciphering economic cycles in the pursuit of alpha

    Most investors cite growth and diversification as the main reasons for investing in emerging market equities, yet some are still chronically under-allocated.
  • Golden resilience rules

    Golden resilience rules

    Amid recent uncertainty, we see gold in demand for the short term as a source of portfolio resilience.
  • Adapting to uncertainty

    Adapting to uncertainty

    We investigate the impact of COVID-19 on Wealth Managers in Europe.
  • Preparing for re-entry with US equities

    Preparing for re-entry with US equities

    As investors look for re-entry points, opportunities exist on a strategic and tactical horizon in US equities.
  •  The role and positioning of thematic funds in portfolios

    The role and positioning of thematic funds in portfolios

    Download our analysis of how to position thematic funds in broader portfolios.
  • Around the world in 80 seconds

    Around the world in 80 seconds

    Watch our weekly analysis of global market movements and investment trends in 80 seconds.
  • Weathering shocks

    Weathering shocks

    A fierce drawdown in risky assets is underway, driven by fears of the economic cost of the coronavirus outbreaks and containment measures.
  • Market plunge: This is not 2008

    Market plunge: This is not 2008

    The virus shock’s impact will likely be large and sharp, but we believe investors should be level headed, take a long term perspective and stay invested.
  • Giving meaning to your money

    Giving meaning to your money

    Global Chief Marketing Officer, Frank Cooper, talks about BlackRock’s purpose to help more people to experience financial wellbeing.
  • Why robo-advice is the right way to plan your retirement

    Why robo-advice is the right way to plan your retirement

    Find out why robo-advice could be a way to plan your retirement
  • Everyone needs to check their financial health

    Everyone needs to check their financial health

    Find out how BlackRock is helping tackle financial inclusion
  • Why we should take responsibility for financial inclusion

    Joe Parkin explains how technological innovation and education are delivering a bright future for wealth management
  • Pensions: not much a shifting landscape as a full-scale earthquake

    Pensions: not much a shifting landscape as a full-scale earthquake

    Hear from BlackRock and industry experts on how they think technology and customer expectations could drive a pensions revolution
  • Asset management in the digital age

    Asset management in the digital age

    A lot has changed in the world of asset management, one of the main catalysts for this being technology
  • Do you know where the pound is heading?

    Do you know where the pound is heading?

    Explore what impact currency volatility can have on investments, and how to reduce currency risk.
  • Opportunities in UK assets

    Relative political stability in the UK is likely to result in a better 2020 economic outlook. Read more on the potential...
  • Countries with the most sustainable energy policies

    Sustainable energy policies are a goal for most countries, but which ones have made the most progress so far?
  • Brexit a clear Conservative win

    Read our views on the recent UK election and what this means for markets.
  • Sustainable investing in fixed income
    INVESTMENT INSTITUTE

    Sustainable investing in fixed income

    By BlackRock
    Evidence is building that a focus on sustainability-related factors can help investors build more resilient portfolios.
  • China – an opportunity too big to ignore?
    ASSET CLASS INSIGHTS

    Is China too big to ignore?

    Much is changing in China for investors and the cost of ignoring this emerging opportunity might prove too high.
  • China's evolving bond market
    MARKET INSIGHTS

    China's evolving bond market

    China’s bond market ascent to second largest in the world was driven primarily by local investors.
  • Megatrends: Circular Economy
    Asset Class Insights

    Megatrends: Circular Economy

    Understanding the concept of the Circular Economy – and the investment opportunities it could bring
  • Bonds as ballast
    ASSET CLASS INSIGHTS

    Bonds as ballast

    04-Oct-2019 | By BlackRock
    Government bonds play an important role in building portfolio resilience – even at low yield levels.
  • INVESTMENT INSTITUTE

    Brexit Implementation Guide

    Find out more on Brexit uncertainty and the economic impact it is having in the UK.
  • INVESTMENT INSTITUTE

    Macro insights

    20-Aug-2019 | By BlackRock
    BlackRock provides access to market-leading insights from thought leaders and business experts
  • INVESTMENT INSTITUTE

    Macros and market perspectives

    15-Aug-2019 | By BlackRock
    Dealing with the next downturn
  • INVESTMENT INSTITUTE

    Macro dashboard

    By BlackRock Investment Institute
    BlackRock macro dashboard provides a peek at the likely evolution of growth expectations, inflation and financial conditions for key economies.
  • INVESTMENT INSTITUTE

    BII interactive charts

    By BlackRock Investment Institute
    Our interactive charts enable investors to go deep on markets, geopolitics and economics, and quickly zero in on the information they need.
  • impact climate change and resource scarcity
    ASSET CLASS INSIGHTS

    Megatrends: Impact of climate change

    How is climate change and resource scarcity shaping the future of investing?
  • The impact of urbanisation
    ASSET CLASS INSIGHTS

    Megatrends: Impact of urbanisation

    See how rapid urbanisation could alter the investment landscape. 
  • ASSET CLASS INSIGHTS

    Map Your Future

    Simple, diversified solution to investing by offering four easy-to-understand investment funds.
  • Investing In China
    ASSET CLASS INSIGHTS

    Investing In China

    As onshore markets open up to foreign investors, exposure to Chinese assets shifting from a “nice to have” to a “must have”
  • Regulatory developments in Europe 2019
    MARKET INSIGHTS

    Regulatory developments in Europe 2019

    2019 marks a year of change for financial regulation. What themes are high on policy maker and investor agendas?
  • MARKET INSIGHTS

    Why invest in companies that focus on inclusion and diversity?

    Commitment to inclusion and diversity is a meaningful investment consideration and can affect a company's bottom line.
  • ASSET CLASS INSIGHTS

    Five myths about investing in China

    14-Aug-2018
    Some investors have been held back by views on China. Here are five myths about China and why the realities are often not true.
  • ASSET CLASS INSIGHTS

    The role of big data in China

    14-Aug-2018
    The analysis of big data from one of the world’s biggest markets is informing global investors in China.
  • ASSET CLASS INSIGHTS

    Is China being overlooked ?

    14-Aug-2018
    Fear can be paralysing, and this may go some way to explain the reluctance of European investors when it comes to Chinese and Asian equities and bonds.
  • investment case for emerging market equities
    ASSET CLASS INSIGHTS

    The investment case for emerging market equities

    14-May-2018 | By Jean Boivin
    Three reasons why we believe in emerging markets.
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