Equity insights

We outline our latest views on European single country equities and debt, expanding upon the BlackRock Investment Institute’s (BII) Euro-denominated tactical granular views. This document is updated regularly to reflect the latest macro and political developments in this complex and dynamic asset class.

The iShares S&P 500 Top 20 UCITS ETF expands iShares U.S. building block range, empowering investors to manage exposure across U.S. market-cap segments. iShares targeted U.S. building blocks enable investors to tailor portfolio exposure to different market caps, capitalising on mega and large-caps growth potential while maintaining diversification.

Watch the latest insights from Luke Chappell, Samantha Brownlee and other members of the team as they outline the case for UK equities, as well as their unique approach to investing in this market.

Market volatility is creating more opportunity for skilled active strategies to outperform. We're drawn to the rare, high-quality companies that can sustain returns over long periods, "mega forces" winners in AI and the low-carbon transition, plus regional opportunities in Europe and Japan.

iShares Equity Enhanced Active ETFs are low-cost, active portfolio building blocks that seek to outperform their benchmarks year in, year out. If you want scalable, repeatable, cost-effective alpha at the core of your portfolio, backed by efficient risk taking, then look no further.

Each quarter, our Fundamental Equity experts put their heads together to predict the next growth hotspots. This quarter, they look beyond the AI theme to find investment opportunities in sectors where rate cuts could drive growth. Healthcare, infrastructure, and financials all look promising.

There’s a seismic transformation underway in financial markets, driven by the dizzying rise of AI, a fundamental rewiring of the global supply chain, and the low-carbon transition. Change is happening, but its speed and impact are still uncertain. Now, being nimble is more important than ever.

Each quarter, our Fundamental Equity experts put their heads together to predict the next growth hotspots. This quarter, find out why and how to add more cyclicality to your portfolio as rate cuts loom. Pore over more positive prospects for European and UK stocks too.

Japan has historically been overlooked by international investors, but that’s changing – and fast. Data shows these investors are warming to Japanese stocks and looking at corporate reform, reflation, and growing domestic demand, it’s not hard to see why. We’re doubling down.

Things are looking up for European equities, after a decade of rock-bottom growth. Despite the good vibes, it’s important for investors to keep a cool head. Europe has always needed a targeted approach – and with dispersion rising, this time is no different.

In these days of short-termism and day trading, we believe it is easy to lose sight of what you’re investing in and why. True business value is unlocked over years, not quarters. So if you’re investing for the long-term, shouldn’t you look beyond market noise?
Discover our dedicated unconstrained hub to learn more about our team's approach.

BlackRock’s World Healthscience team believes healthcare may be a compelling investment for those seeking to add resilience to their portfolios, given the sector’s limited reliance on external macroeconomic forces and long-term secular growth drivers such as an ageing population, emerging global wealth, innovation and technological breakthrough.