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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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Use BlackRock’s Bond Pyramid tool to help blend active and passive funds based on your overall portfolios.

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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  • 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.

The risks of playing it ‘safe’ in 2024

In the know podcast
In the know podcast /
The risks of playing it ‘safe’ in 2024

Kristy Akullian, iShares Senior Investment Strategist, discusses the outlook for Fed policy, financial markets and her "highest conviction trade" for the coming year.

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_20240220

Devan Nathwani

Opening frame: What’s driving markets? Market take

Camera frame

U.S. stocks recovered quickly after strong inflation data last week, highlighting that one data point won’t disrupt upbeat risk sentiment.

Title slide: Strategic reasons to get active

We’re tactically overweight U.S. stocks as we think that optimism can persist as inflation cools and the Federal Reserve prepares to cut rates. Over a strategic horizon we continue to be dynamic with our views and see a greater role for active strategies that generate above-benchmark returns.

1: Less consensus about macro indicators

We see less consensus and more uncertainty around key macro variables, like inflation, in the new volatile regime.

That elevated uncertainty is reflected in the dispersion of monthly returns for individual S&P 500 stocks which has settled at a higher level since 2020 than in the prior decade. As a result, we had opted to be more selective in U.S. stocks on a tactical horizon until this year.

2: A greater role for active strategies

In long-term portfolios, we find that skill and acting more frequently on good insights can be better rewarded now. We think mega forces, like geopolitical fragmentation, are likely to push up on inflation and result in lower inflation-adjusted returns. Long-term valuations for some broad asset classes also look too high to us when factoring in this outlook.

Outro: Here’s our Market take

We stay nimble as we expect inflation to resurge. We take a more active approach to investing over the long-term.

Closing frame: Read details:

www.blackrock.com/weekly-commentary.

­Market take

Weekly video_20240220

Devan Nathwani

Opening frame: What’s driving markets? Market take

Camera frame

U.S. stocks recovered quickly after strong inflation data last week, highlighting that one data point won’t disrupt upbeat risk sentiment.

Title slide: Strategic reasons to get active

We’re tactically overweight U.S. stocks as we think that optimism can persist as inflation cools and the Federal Reserve prepares to cut rates. Over a strategic horizon we continue to be dynamic with our views and see a greater role for active strategies that generate above-benchmark returns.

1: Less consensus about macro indicators

We see less consensus and more uncertainty around key macro variables, like inflation, in the new volatile regime.

That elevated uncertainty is reflected in the dispersion of monthly returns for individual S&P 500 stocks which has settled at a higher level since 2020 than in the prior decade. As a result, we had opted to be more selective in U.S. stocks on a tactical horizon until this year.

2: A greater role for active strategies

In long-term portfolios, we find that skill and acting more frequently on good insights can be better rewarded now. We think mega forces, like geopolitical fragmentation, are likely to push up on inflation and result in lower inflation-adjusted returns. Long-term valuations for some broad asset classes also look too high to us when factoring in this outlook.

Outro: Here’s our Market take

We stay nimble as we expect inflation to resurge. We take a more active approach to investing over the long-term.

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: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.