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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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Now may be an opportunity for bonds: 2024 fixed income ideas
2024 may be a turning point for fixed income – find strategies for your clients’ portfolios.
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Find ways to optimize your bond mix
Use BlackRock’s Bond Pyramid tool to help blend active and passive funds based on your overall portfolios.

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.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

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_20240617

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

BlackRock investment leaders recently met to discuss our Midyear Outlook.

There’s a growing consensus that interest rates will stay high for longer due to persistent inflation.

Title slide: Consensus forms at Outlook Forum

1: Higher rate reality hits

Seven months ago at our last Forum, markets were pricing in as many as seven Federal Reserve rate cuts.

Instead, the Fed has held rates steady and has started adjusting to the reality that rates will need to stay high for longer.

Market pricing has adjusted accordingly.

2: Higher inflation playing out

We see central banks forced to keep interest rates higher than before the pandemic. That's because structural constraints on supply are driving persistent inflation.

Many have pinned hopes on AI boosting productivity in the long term, easing inflationary pressure. Yet there’s a growing view among portfolio managers that the initial capital spending boom to unlock those gains could initially be inflationary.

Outro: Here’s our Market take

We think resilient growth supports our risk-on stance over a 6-12-month horizon and we don’t see an AI bubble.

The profitability of mega-cap tech companies stands in contrast to the dot-com bubble, and we stay overweight equities, technology and AI.

Look for details in our Midyear Outlook on July 9.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

Market take

Weekly video_20240617

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

BlackRock investment leaders recently met to discuss our Midyear Outlook.

There’s a growing consensus that interest rates will stay high for longer due to persistent inflation.

Title slide: Consensus forms at Outlook Forum

1: Higher rate reality hits

Seven months ago at our last Forum, markets were pricing in as many as seven Federal Reserve rate cuts.

Instead, the Fed has held rates steady and has started adjusting to the reality that rates will need to stay high for longer.

Market pricing has adjusted accordingly.

2: Higher inflation playing out

We see central banks forced to keep interest rates higher than before the pandemic. That's because structural constraints on supply are driving persistent inflation.

Many have pinned hopes on AI boosting productivity in the long term, easing inflationary pressure. Yet there’s a growing view among portfolio managers that the initial capital spending boom to unlock those gains could initially be inflationary.

Outro: Here’s our Market take

We think resilient growth supports our risk-on stance over a 6-12-month horizon and we don’t see an AI bubble.

The profitability of mega-cap tech companies stands in contrast to the dot-com bubble, and we stay overweight equities, technology and AI.

Look for details in our Midyear Outlook on July 9.

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.

Alternatives Outlook: February 2024

Watch the replay of our latest Alternatives Outlook webinar where our top thought leaders discuss how implementing private credit may build portfolio resiliency with potentially new sources of return.

In the Know recap: May 2024

Watch a recap of our latest In the Know event where our top thought leaders gathered to share their perspectives around inflation, the intricacies of investing in an election year and portfolio perspectives to tie it all together.