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BLACKROCK ADVISOR CENTER

BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Latest BlackRock Market Insights

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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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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.

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_20231204

Christopher Weber

Opening frame: What’s driving markets? Market take

Camera frame

We’re following three topics and their investment implications at this year’s UN climate conference, COP28, in Dubai.

Title slide: Three investment themes at COP28

1: Progress on climate resilience

We [think] companies that create and adopt products and services that boost climate resilience should be on investor radars and will become a more widely recognized opportunity. Why?

The number of climate events with inflation-adjusted damages above $1 billion has steadily climbed over the past roughly four decades.

As such risks increase, we are seeing early signs of growing demand for products and services that boost climate resilience.

2: Unlocking climate finance for emerging markets

Second, we see emerging markets playing a pivotal role in the transition. We estimate that they will account for over half of energy demand and carbon emissions by 2050. But they’ll likely face lower-than-needed transition-related investments due to factors like a greater perceived investment risk, higher cost of capital and greater exposure to physical climate damage.

3: More details on transition policies

Lastly, we think COP28 will offer further details about policies that are likely to drive how the mix of energy use evolves – and the investment opportunities.

Countries at COP28 looked poised to agree to triple capacity of renewable power by 2030.

Outro: Here’s our Market take

We monitor COP28 for signs of growth in low carbon transition-related investment themes.

We see granular opportunities in public companies that produce climate resilience solutions across sectors like technology and industrials.

And we think public sector reforms could make it easier for private market players to fill the emerging market financing gap. 

Closing frame: Read details: 

www.blackrock.com/weekly-commentary.

­Market take

Weekly video_20231204

Christopher Weber

Opening frame: What’s driving markets? Market take

Camera frame

We’re following three topics and their investment implications at this year’s UN climate conference, COP28, in Dubai.

Title slide: Three investment themes at COP28

1: Progress on climate resilience

We [think] companies that create and adopt products and services that boost climate resilience should be on investor radars and will become a more widely recognized opportunity. Why?

The number of climate events with inflation-adjusted damages above $1 billion has steadily climbed over the past roughly four decades.

As such risks increase, we are seeing early signs of growing demand for products and services that boost climate resilience.

2: Unlocking climate finance for emerging markets

Second, we see emerging markets playing a pivotal role in the transition. We estimate that they will account for over half of energy demand and carbon emissions by 2050. But they’ll likely face lower-than-needed transition-related investments due to factors like a greater perceived investment risk, higher cost of capital and greater exposure to physical climate damage.

3: More details on transition policies

Lastly, we think COP28 will offer further details about policies that are likely to drive how the mix of energy use evolves – and the investment opportunities.

Countries at COP28 looked poised to agree to triple capacity of renewable power by 2030.

Outro: Here’s our Market take

We monitor COP28 for signs of growth in low carbon transition-related investment themes.

We see granular opportunities in public companies that produce climate resilience solutions across sectors like technology and industrials.

And we think public sector reforms could make it easier for private market players to fill the emerging market financing gap. 

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 recap: September 2023

Hear our experts discuss their perspectives on the future of markets and how they are positioning portfolios given the current economic data and latest from the Fed.