Insights by BlackRock

Compelling economic data and a dovish Fed drove risk assets higher in August.

How the BlackRock Total Return Fund is positioned for today’s bond markets.

We see a higher inflation regime in coming years. Read about why in our Weekly commentary.

The BlackRock Investment Institute sees higher inflation over the medium term, for three main reasons. This has important implications for long-term investors.

After a period of weakness, certain areas within cyclical stocks may be turning around.

The coronavirus shock is accelerating structural trends in inequality, globalization, macro policy and sustainability. This is fundamentally reshaping the investment landscape and will be key to investor outcomes.

Markets may press even higher this year, but some areas may fall behind.

In today’s fast-changing market, a proper understanding of the macroeconomic environment is essential to investing. Look inside BlackRock SAE’s approach.

Market update from BlackRock's municipal bond team.

Megatrends align beliefs about the future with intuitive growth stories to help differentiate your traditional portfolio and invest in areas that your clients care about.

Portfolio manager Russ Koesterich offers five strategies to prepare for potentially lower portfolio returns in coming years.

The COVID crisis can become an opportunity for the marriage of monetary and fiscal policy to be targeted toward creating the right liquidity equilibrium.

Sustainable investing is going mainstream. The Systematic Active Equity team discusses the need to dig beyond headline numbers.

With crisis and recession come dividend cuts, but has the worst passed in this cycle? Get this one-minute take from Tony DeSpirito.

The first half of 2020 brought more market angst than some full decades. We look ahead with reasons for caution and optimism.

The iShares Investment Strategy team discusses the economic and market outlooks for the U.S. and international markets, fixed income and factors.

How can companies lead coming out of the coronavirus crisis? BlackRock CMO Frank Cooper discusses with Airbnb CEO Brian Chesky.

The latest sign of sustainable going mainstream: rising interest in sustainable fixed income solutions. We share new tools and insights in this field.

Technology is transforming the way we work. Asset managers are no exception as they seek better investment outcomes for clients. Discover how.

Portfolio resilience is crucial amid elevated macro uncertainty, with government bonds playing a key role in providing ballast.

We present a framework to better measure geopolitical risks and their market impacts, and highlight its importance during the late-cycle environment.

We showcase a new scenario analysis to assess physical climate risks to assets on a localized level - today and under different climate scenarios.

We discuss key themes driving transformation in sustainable investing and explain why the future of investing is sustainable.

Is there a place for robo-advising platforms in an RIA’s practice? We discuss how RIAs are using these platforms and what it means for practice management.

U.S.-China tensions, with technology dominance a key issue, are stoking investor concern. Read what it may mean for tech stocks.

Far-right candidate Jair Bolsonaro has won Brazil’s election, reflecting the rise of anti-establishment politics globally.

Get insight from our Global Co-Heads of Credit, James Keenan and Tim O’Hara as they share their perspectives around what lies ahead in the credit markets.

While high yield is not cheap by current standards, it nonetheless can still play an important role in a diversified portfolio as a way of reducing volatility.

What are the implications of AMLO's victory in Mexican election? We share thoughts from our strategists and investors.

Credit offers investors many options to construct a strategic portfolio allocation with an attractive risk-return profile. Learn more in our credit primer.

Sustainable strategies are growing in popularity. We show how it is possible to build sustainable investing portfolios – while meeting traditional return goals.

Hear from leaders at Brinker Capital about challenges facing RIAs and how finding the right platform partner can help.

View the BlackRock Investment Institute’s take on Italy's election results, including implications for regional markets.

View the BlackRock Investment Institute’s take on the early February stock swoon, including why investors should take the long view.

The new year brought a new U.S. tax code. We look at some of the key provisions and their potential impact on the economy and financial markets.

The U.S. ETF Investment Strategy team discusses the financial sector and investment considerations for 2018. Learn why the sector may be poised for growth.

The ETF Investment Strategy surveys key risks around the globe including trade policy, geopolitical tensions and reform efforts.

Potential Growth Opportunities in Healthcare. Learn why biotech and managed care industries are two examples where a focus on long-term trends may be rewarded.

The aerospace and defense (A&D) industry has captured investors’ attention following President Trump’s election, rising geopolitical tension and potential tax reform. What’s next? Learn about the fundamental drivers of growth in the aerospace and def...

Visualize expected returns, volatilities and correlations in four different currencies in our return assumptions interactive graphic.

How to best handle currencies? We map out our methods of identifying and managing currency risks.

Populist politics and geopolitical risks are likely here to stay. We delve into the potential implications for economies and markets around the world.

We examine the future of the automotive industry, and the investment implications for the auto industry and beyond.

The BlackRock Investment Institute looks at China's economic recovery and assesses the opportunities and risks ahead.

Investors can no longer ignore climate change. How to mitigate the risks and exploit the opportunities? The BlackRock Investment Institute provides a roadmap.