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Insights

For timely market analysis, expert podcasts and selected client-friendly materials, BlackRock is one of the world’s leading providers of insights to advisors.

 

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Featured Publications

Count on these exclusive insights available to you on a regular basis in a range of media types, such as audio and PDF.
Browse Student of the Market insights.
Student of the Market
Use historical parallels to gain insight on current markets—to provide perspective to clients and inform portfolio decisions.
View advisor portfolio trends
Advisor portfolio trends
Find out what your peers are talking about with our portfolio construction experts—and explore our latest analysis of advisor models.

Latest Publications & Authors

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  • Alex Shingler
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  • Top / Popular - Other

Featured Authors

Andrew Ang, PhD
Writes about Factors & Systematic Investing
A well-known financial economist specializing in quantitative investing, Andrew has authored 100 publications on equities, fixed income, optimal asset allocation and alternative assets.
Carolyn Barnette
Writes about Market Dynamics and Advisor Portfolios
Carolyn, Head of Market and Portfolio Insights for BlackRock U.S. Wealth Advisory, translates market dynamics into portfolio insights for advisors in the “Advisor Outlook” to help clients meet their financial goals.
Gargi Chaudhuri
Writes about Macro Events with an iShares perspective
Gargi, Head of iShares Investment Strategy and Markets Coverage, focuses on delivering global macro thought leadership and investment insights with an iShares perspective.
Justin Christofel, CFA
Writes about Market Outlook & Income Investing
Justin is Co-Head of Income Investing for BlackRock’s Multi-Asset Strategies & Solutions group and a portfolio manager for a number of income funds and model portfolios.
Tony DeSpirito
Writes about U.S. Equity Markets & Investment Strategies
Tony is Chief Investment Officer of BlackRock U.S. Fundamental Equities and is lead portfolio manager of the BlackRock Equity Dividend portfolios.
Jay Jacobs
Writes about Thematic & Megatrend Investing
Jay is U.S. Head of Thematics and Active Equity ETFs, focusing on identifying nascent trends with the potential to drive long-term growth.
Michael Lane
Writes about iShares Solutions for financial advisors
Michael is Head of U.S. Wealth Advisory iShares BlackRock and helps advisors build better portfolios with core, fixed income, factor and model-based ETFs.
Russ Koesterich, CFA, JD
Writes about Portfolio Construction & Asset Allocation
Russ is a portfolio manager of the Global Allocation Fund and GA Selects Model Portfolios, and frequent contributor to financial news media.
Rick Rieder
Writes about Market Outlook & Fixed Income
Rick is BlackRock's Chief Investment Officer of Global Fixed Income, and Head of the Global Allocation Investment Team.

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Articles to Share

Podcasts by BlackRock

Get to know our featured podcasts. In the Know is made exclusively for advisors and their clients. The Bid is our top-rated financial podcast produced for a wide range of investors.

In the Know

This exclusive podcast is designed for advisors and is shareable with clients. BlackRock's top minds put the latest news into context to help your clients stay invested and up-to-date on what's happening in the markets.

Subscribe to In the Know podcast

Why bother with international investing?

In the know podcast
In the know podcast /
Why bother with international investing?

International and emerging market equities are having a moment. Performance has been strong, and flows have followed. But US investors are chronically under-invested abroad, as US stocks have served them well over the past decade. On today's episode, we answer: why bother going beyond our borders?

The Bid

This popular financial podcast is designed for a wide range of professional and individual investors. The Bid breaks down what's happening in the world of investing and explores the forces changing the economy and finance.

Listen to more episodes of The Bid podcast

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos for timely insights on markets, geopolitics and economics.

 

­Market take

Weekly video_20230918

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Today, I want to talk about getting the framing right as we think about investing in a new regime.

Title card: Seizing opportunities in the new regime

1: Getting the macroeconomic framing right

There is this real temptation to view developments through a cyclical lens that we are in a new regime of structural shocks.

So don't over interpret, don't extrapolate.

And what we have heard so far and what we're likely to have is a stealth stagnation.

2: Stagnation and strong job growth

There is again, this real temptation to view everything through what's happening in equities, but equities have been very concentrated so far this year.

And when we dig under the hood, it's not really a macro story.

And what's happening in bond, in yields, in term premia is super interesting.

You look at the drivers for a term premia coming back. It's not just structurally higher inflation. It's not just central banks holding tight. There's also the additional dimension of higher debt levels, greater issuance and greater macro and political uncertainty.

So, when you bring all of that together in the Treasury market, we are longer short end, and short the long end.

Outro frame: Here’s our Market take

Some opportunities are presenting themselves because of market mispricing, in our review, so, we get now more positive on gilt markets as well as European government bond market.

And some calls we had are moving to our target. So, we are taking them off, such as the preference for investment grade. We’re further adding to our conviction in Japan by our closing our view on the emerging market equities.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

­Market take

Weekly video_20230918

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Today, I want to talk about getting the framing right as we think about investing in a new regime.

Title card: Seizing opportunities in the new regime

1: Getting the macroeconomic framing right

There is this real temptation to view developments through a cyclical lens that we are in a new regime of structural shocks.

So don't over interpret, don't extrapolate.

And what we have heard so far and what we're likely to have is a stealth stagnation.

2: Stagnation and strong job growth

There is again, this real temptation to view everything through what's happening in equities, but equities have been very concentrated so far this year.

And when we dig under the hood, it's not really a macro story.

And what's happening in bond, in yields, in term premia is super interesting.

You look at the drivers for a term premia coming back. It's not just structurally higher inflation. It's not just central banks holding tight. There's also the additional dimension of higher debt levels, greater issuance and greater macro and political uncertainty.

So, when you bring all of that together in the Treasury market, we are longer short end, and short the long end.

Outro frame: Here’s our Market take

Some opportunities are presenting themselves because of market mispricing, in our review, so, we get now more positive on gilt markets as well as European government bond market.

And some calls we had are moving to our target. So, we are taking them off, such as the preference for investment grade. We’re further adding to our conviction in Japan by our closing our view on the emerging market equities.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

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Featured Webinars for Advisors

Register for an upcoming webinar discussion—or view a replay—with BlackRock's leaders on how advisors can navigate markets and build stronger relationships with clients.

In the Know: September 2023 Outlook

Hear our experts discuss their market outlook & reaction to the September Fed meeting, ways to reduce year-end tax bills & optimize for after-tax returns and perspectives on how AI is disrupting established sectors and economies, and the implications for advisors.
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