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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_20240408

Jean Boivin

Opening frame: What’s driving markets? Market take

Camera frame

The number of people of working age is shrinking across developed markets but still growing in emerging markets.

Title slide: Aging’s impact goes beyond growth

Demographic divergence is a mega force, or a big structural shift, that we see driving sector and company dispersion.

1: Developed markets’ demographic challenge

By 2050, one in six people globally will be over the age of 65, up from one in 11 in 2019.

In developed markets, fewer workers mean slower economic growth, higher inflation and increasing debt due to healthcare and pension spending.

2: Favoring emerging markets

Including more foreign workers, women and people over 65 in the workforce can offset some of the impact of aging – but not completely, we think. That means slower future growth in developed markets.

Instead, emerging markets like India and Mexico could benefit from a working-age population that is still growing.

3: Opportunities in spending shifts

Older populations spend differently than younger ones. That changes the outlook for individual sectors and companies.

Markets are typically slower to price in those shifts than the broad country growth outlook.

Outro: Here’s our Market take

We prefer developed markets that are better adapting to aging and emerging markers capitalizing on younger populations.

We lean into sectors like healthcare that stand to benefit from new spending patterns.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

Market take

Weekly video_20240408

Jean Boivin

Opening frame: What’s driving markets? Market take

Camera frame

The number of people of working age is shrinking across developed markets but still growing in emerging markets.

Title slide: Aging’s impact goes beyond growth

Demographic divergence is a mega force, or a big structural shift, that we see driving sector and company dispersion.

1: Developed markets’ demographic challenge

By 2050, one in six people globally will be over the age of 65, up from one in 11 in 2019.

In developed markets, fewer workers mean slower economic growth, higher inflation and increasing debt due to healthcare and pension spending.

2: Favoring emerging markets

Including more foreign workers, women and people over 65 in the workforce can offset some of the impact of aging – but not completely, we think. That means slower future growth in developed markets.

Instead, emerging markets like India and Mexico could benefit from a working-age population that is still growing.

3: Opportunities in spending shifts

Older populations spend differently than younger ones. That changes the outlook for individual sectors and companies.

Markets are typically slower to price in those shifts than the broad country growth outlook.

Outro: Here’s our Market take

We prefer developed markets that are better adapting to aging and emerging markers capitalizing on younger populations.

We lean into sectors like healthcare that stand to benefit from new spending patterns.

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: 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.