BlackRock Insights

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

    Weekly market commentary

    Feb 09, 2026|ByBlackRock Investment Institute

    Emerging markets should keep delivering after a strong start to 2026, but selectivity is key. We're overweight EM assets broadly and prefer hard currency debt.

  • Market Insights

    The Bid – BlackRock’s investment podcast

    Feb 06, 2026|ByBlackRock

    Retirement planning looks different for everyone. In this Ask Me Anything episode of The Bid, Oscar Pulido is joined by Jaime Magyera to answer listener questions on saving early, navigating non-linear careers, working with advisors, and building financial confidence for the next chapter of life.

  • Inside the Market

    Advisor Outlook

    Feb 06, 2026|ByBlackRock

    Obtain exclusive resources from the Advisor Outlook team to help put markets in context, tying the best of BlackRock insights into actionable portfolio implications.

  • Equity

    An equity investor’s guide to 2026

    Feb 04, 2026|ByBlackRock Fundamental Equities

    What’s in store for stocks as the calendar flips to ’26? Equity CIO Carrie King discusses AI, earnings, volatility and regions and sectors worth exploring.

  • Market Insights

    2026 Views: Income, Selectivity and Dispersion

    Jan 28, 2026|ByRick Rieder

    Rick Rieder assesses market shifts, policy impacts, and AI advancements in the investing landscape.

  • Separately Managed Account

    Harvesting Losses in a Strong Market: a Story of Success in 2025

    Jan 28, 2026|ByMike Branch

    Learn more about how systematic loss harvesting, scale, and dispersion can unlock loss harvesting opportunities even as the broader market trends upward.

Inside the Market

BlackRock experts share their insights as markets change

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Portfolio manager views

  • Market Insights

    2026 Views: Income, Selectivity and Dispersion

    Jan 28, 2026|ByRick Rieder

    Rick Rieder assesses market shifts, policy impacts, and AI advancements in the investing landscape.

  • Equity

    2026 Thematic Outlook

    Jan 21, 2026|ByJay Jacobs

    Explore our 2026 outlook on thematic investing—covering AI, infrastructure, defense, and tokenization shaping markets and portfolios.

  • Multi-Asset

    2026 Income Outlook: If easy income is over, what’s next?

    Jan 07, 2026|ByJustin Christofel, CFA, CAIALouis Arranz, CFA, CAIA, FRM

    With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.

  • Model Portfolio

    Target Allocation Monthly: Unwrapping 2026 Market Forecasts

    Jan 07, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Market Insights

    The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

    Jan 02, 2026|ByRick Rieder

    Rick Rieder explains why 2026 favors investors over gamblers, as fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

Research & publications

  • Private Market

    2026 Private Markets Outlook for U.S. wealth investors

    Jan 07, 2026|ByIsabelle Rucart, CFA, PRM

    Read more about the private markets outlook for 2026

  • Inside the market

    Investment Directions

    Jan 06, 2026|ByGargi Pal ChaudhuriKristy Akullian, CFA

    Explore 2026’s new regime of improving growth, easing policy and AI-driven productivity, and how investors can adapt portfolios to shifting market dynamics.

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

  • Equity

    Equity Market Outlook

    Dec 16, 2025|ByCarrie KingJeff ShenRaffaele Savi

    What’s in store for stocks in 2026? Our Q1 outlook explores the evolving opportunities in AI, and some quieter areas of the market worth investor attention.

  • Market Insights

    Pushing limits

    Dec 02, 2025|ByBlackRock Investment Institute

    AI's growth is led by a few firms making massive investments, raising investor questions about whether AI revenues will match this scale of spending.

  • 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.