BLACKROCK ADVISOR CENTER

BlackRock Insights

Our insights hub provides the latest BlackRock thought leadership to help advisors navigate financial markets and stay ahead of the curve.

Featured BlackRock Insights

  • Equity

    Equity Market Outlook

    Can stocks power on into year-end? Our Q4 outlook sees AI in the driver’s seat and explores momentum, irrational exuberance and hidden alpha opportunities.

  • Fixed Income

    Fixed Income Outlook

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.

  • Multi-Asset

    Seeking income through AI-linked exposures

    Oct 20, 2025|ByJustin Christofel, CFAStella Wang

    Discover how utilities and global infrastructure, fueled by AI-driven power demand, are reshaping income opportunities in multi-asset portfolios

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Latest insights

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  • Private Market

    Integrating Private Markets into Whole Portfolios

    Nov 17, 2025|ByIsabelle Rucart, CFA, PRM

    Discover how to size private market allocations for optimal diversification and client goals in wealth portfolios.

  • Market Insights

    Weekly market commentary

    We watch for the release of key U.S. economic data after the longest-ever government shutdown and Nvidia earnings to take stock of our current risk-on view.

  • Portfolio Construction

    Put markets in perspective

    Nov 14, 2025|ByMark Peterson

    BlackRock’s Student of the Market provides monthly insights on current and historical market trends. Share these key insights with your clients now.

  • Market Insights

    What tariffs may mean for the economy and portfolios

    Nov 12, 2025|ByCarolyn BarnetteKristy Akullian, CFA

    Tariffs are reshaping global trade—see what it means for growth, inflation, and your portfolio.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • Practice Management

    529 plans and the OBBBA: What you need to know

    Nov 10, 2025|ByMark DiSipio, CIMA®

    Implications of the passage of the One Big Beautiful Bill Act and what families and advisors should know about how it impacts 529 plans.

Market and portfolio insights

  • Private Market

    Integrating Private Markets into Whole Portfolios

    Nov 17, 2025|ByIsabelle Rucart, CFA, PRM

    Discover how to size private market allocations for optimal diversification and client goals in wealth portfolios.

  • Market Insights

    What tariffs may mean for the economy and portfolios

    Nov 12, 2025|ByCarolyn BarnetteKristy Akullian, CFA

    Tariffs are reshaping global trade—see what it means for growth, inflation, and your portfolio.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • Practice Management

    529 plans and the OBBBA: What you need to know

    Nov 10, 2025|ByMark DiSipio, CIMA®

    Implications of the passage of the One Big Beautiful Bill Act and what families and advisors should know about how it impacts 529 plans.

  • Multi-Asset

    Mega-Cap Tech Still a Buy

    In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.

  • Market Insights

    Clip coupon income and concentrate the upside

    Nov 04, 2025|ByRick Rieder

    Rick Rieder portfolio positioning: anchor in quality bonds, add securitized spread, and concentrate equities where profit per employee and ROE are rising.

Insights on serving clients

  • Practice Management

    529 plans and the OBBBA: What you need to know

    Nov 10, 2025|ByMark DiSipio, CIMA®

    Implications of the passage of the One Big Beautiful Bill Act and what families and advisors should know about how it impacts 529 plans.

  • Separately Managed Account

    Tax-smart charitable giving strategies for year-end 2025

    Nov 07, 2025|ByLincoln Fleming, CPA/PFS, CFP

    Learn how new tax laws impact charitable giving in 2025 and how advisors can help clients give wisely while optimizing tax efficiency.

  • Retirement

    Annuity owners value the benefits of lifetime income

    Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

  • Practice Management

    4 questions advisors should ask before a client sells their business

    Oct 13, 2025|ByCullen Roberts, CEPA®, CIMA®Lincoln Fleming, CPA/PFS, CFP

    Early planning can lead to better after-tax outcomes when a client sells their business. Choosing the right strategies begins with asking the right questions.

  • Separately Managed Account

    Manage capital gains between Qualified Opportunity Zone programs

    Oct 06, 2025|ByLincoln Fleming, CPA/PFS, CFP

    Until the next QOZ program rolls out in 2027, consider other strategies to help your clients manage capital gains tax and reduce concentrated stock risk.

  • Market Insights

    Student of the Market – October 2025

    Oct 03, 2025|ByBlackRock

    Student of the Market

Outlooks and research

  • People & Money - The next wave of U.S. ETF investors

    Nov 11, 2025|ByBlackRock

    Our People & Money analysis aims to amplify the voice of the individual investor — offering insights into their behaviors, motivations, and attitudes toward investing.

  • Hedge Fund Outlook

    Oct 27, 2025|ByBlackRock

    As markets shift and diversifiers weaken, our Hedge Fund Outlook highlights why we believe investors are enhancing adaptability and scale to seize alpha in today’s opportunity-rich landscape.

  • Fixed Income

    Fixed Income Outlook

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.

  • Equity

    Equity Market Outlook

    Can stocks power on into year-end? Our Q4 outlook sees AI in the driver’s seat and explores momentum, irrational exuberance and hidden alpha opportunities.

  • Equity

    How a new era of active ETF innovation is empowering investors

    Oct 03, 2025|ByJay JacobsJorge del ValleSamara Cohen

    Learn more about what's driving the acceleration of active ETFs and the role they play in portfolios

  • Model Portfolios

    Seizing the next model moment

    Sep 16, 2025|ByBlackRock

    Discover how model portfolios are transforming financial advising—unlocking growth, customization, and competitive edge in a $105 trillion wealth transfer era.