BLACKROCK ADVISOR CENTER

BlackRock Insights

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

Featured BlackRock Insights

  • Market Insights

    Investing around Policy Shifts, Market Volatility, and AI

    May 28, 2025|ByRick Rieder

    Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

  • Separately Managed Account

    Tax Planning Opportunities in a Volatile Market

    Jun 09, 2025|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Investors may feel anxious about stock market volatility but tax planning can help improve long-term, after-tax wealth outcomes

  • Market Insights

    Tariffs and Tech: What advisors are asking

    May 30, 2025|ByKristy Akullian, CFA

    We explore the top questions asked by advisors in May 2025, on topics like international diversification, trade policy, and earnings.

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Latest insights

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  • Market Insights

    The Bid – BlackRock’s investment podcast

    Jun 20, 2025|ByBlackRock

    The global investment environment is full of uncertainty. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. But is AI the answer to consistent investment performance and how can human judgment have the potential to create more resilient investment results?

  • Alternative Investing

    Reimagining alpha with data and AI

    Jun 18, 2025|ByBlackRock Systematic Investing

    See how our systematic investors harness data, AI, and human insight to turn complexity into consistent alpha—built for today’s volatile markets.

  • Multi-Asset

    Monthly Commentary: Multi-Asset Income Fund

    Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund has a proven record for delivering attractive yield and total return with low volatility.

  • Fixed Income

    Monthly commentary: Total Return Fund

    BlackRock Total Return Fund seeks returns in a variety of fixed income sectors while providing protection when stocks fall. Learn more.

  • Multi-Asset

    Hold onto your gold

    In this article, Russ Koesterich discusses the recent performance of gold and its ongoing role as a store of value in investors’ portfolios.

  • Market Insights

    Weekly market commentary

    Recent swings in U.S. inflation highlight the volatile economic backdrop, even before the full impact of tariffs. We tap into mega forces. Learn more.

Hi, I'm Tushar Yadava, and I'm here to give you a quick update on the latest changes to our asset allocation views from the BlackRock Model Portfolios, and why we believe they make sense in the current market environment.

(on screen: Cautious optimism keeps us risk on, marginally)

  • We believe in staying very slightly tilted toward a risk on position, but the conviction in remaining strongly overweight stocks relative to bonds has waned given the recent equity market rally. Overall, our outlook is one of cautious optimism, hedging potential near-term tariff-driven inflation surprises while building in resilience against possible slower growth and more pronounced disinflation later in the year.

(on screen: Preference for active strategies & rebalance regional bets)

  • In this environment, we prefer to rotate our broad U.S. equity exposure toward our highest-conviction ideas, emphasizing exposures that lean into mega cap as well as AI companies with resilient balance sheets and potential long-term structural growth drivers, while also increasing exposure to actively managed strategies that can more tactically exploit dispersion and volatility through dynamic theme rotation. Regionally, our equity positioning reflects a more balanced approach, a pragmatic response to the unpredictable nature of ongoing trade negotiations and policy headlines.

(on screen: Keep a tactical stance in fixed income in the advent of tariffs)

  • We prefer to keep a tactical stance with regards to changes in the fixed income environment in the advent of tariffs. While they may introduce short-term inflationary pressures, we view these effects to be one-time and unlikely to reverse the broader trend of structural disinflation. In our view, the greater risk from tariffs is their potential drag on global growth. In portfolios, this can be reflected with short-term TIPs exposures and this is also why we see diversification merit in global bonds with exposures to markets that could be underpricing disinflation, growth risks, and recession fears.

For more information, please check out our latest moves on the advisor center, or reach out to your BlackRock market teams. Thanks for watching.

The views expressed herein relate to the BlackRock Model Portfolios as of 5/19/2025. Information shown represents the current investment strategy and philosophy of BlackRock, the model portfolio provider, and is subject to change. There is no guarantee that any forecasts made will come to pass.

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Insights from our experts

Get timely updates on the markets and learn how emerging trends could impact your client portfolios.

Market and portfolio insights

  • Alternative Investing

    Reimagining alpha with data and AI

    Jun 18, 2025|ByBlackRock Systematic Investing

    See how our systematic investors harness data, AI, and human insight to turn complexity into consistent alpha—built for today’s volatile markets.

  • Multi-Asset

    Hold onto your gold

    In this article, Russ Koesterich discusses the recent performance of gold and its ongoing role as a store of value in investors’ portfolios.

  • Equity

    Introducing themes to model portfolios

    Jun 10, 2025|ByJay JacobsMichael Gates, CFA

    Listed infrastructure investments are helping to build a new foundation for modern portfolios

  • Private Market

    Covenants: translating jargon of private credit

    Jun 09, 2025|ByAlex DollJohn Griffith IIIMichael Pond, CFA

    Learn how covenants in private credit provide early warnings, enhance lender oversight and ensure borrower compliance for optimal financial stability.

  • Separately Managed Account

    Tax Planning Opportunities in a Volatile Market

    Jun 09, 2025|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Investors may feel anxious about stock market volatility but tax planning can help improve long-term, after-tax wealth outcomes

  • Fixed Income

    Three bets on stock and bond markets investors might regret

    Jun 09, 2025|ByCarolyn Barnette

    We looked at stock and bond market opportunities as the summer begins, as we anticipate volatility to continue

Insights on serving clients

  • Practice Management

    Boost the value of your firm for mergers and acquisitions

    Jun 04, 2025|ByJim Renitsky, CIMA®

    Uncover ways you can increase your growth potential and reduce key risks that impact valuations in today’s busy M&A market.

  • outcome

    Staying Invested in 529 Plans During Market Volatility

    May 29, 2025|ByMark DiSipio, CIMA®

    Detailing the many lesser-known benefits of staying invested in 529 plans over the long-term

  • Defined Contribution

    Reenrollment strategies: Ensuring no participant is left behind

    May 28, 2025|ByBlackRock Retirement Perspectives

    Reenrollment can align participant populations with retirement plan best practices. Discover scenarios that can spur plans to consider reenrollment.

  • Defined Contribution

    What to tell participants about tapping into their retirement savings

    May 26, 2025|ByBlackRock Retirement Perspectives

    What to tell participants about borrowing from their defined contribution plans during market volatility. Explore strategies to boost retirement savings and equip yourself with knowledge to ensure financial security during unforeseen challenges.

  • Practice Management

    Does your value proposition appeal to the high-net-worth market?

    May 21, 2025|ByJim Renitsky, CIMA®

    Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.

  • Defined Contribution

    Hidden healthcare costs: Understanding financial security for retirees

    May 14, 2025|ByBlackRock Retirement Perspectives

    Retirement healthcare costs can be expensive depending on the care you need. Explore your retirement insurance options to help prepare for future expenses.

New research

  • Alternative Investing

    Reimagining alpha with data and AI

    Jun 18, 2025|ByBlackRock Systematic Investing

    See how our systematic investors harness data, AI, and human insight to turn complexity into consistent alpha—built for today’s volatile markets.

  • Equity

    Introducing themes to model portfolios

    Jun 10, 2025|ByJay JacobsMichael Gates, CFA

    Listed infrastructure investments are helping to build a new foundation for modern portfolios

  • Equity

    Equity Market Outlook

    What can investors expect after the dramatic moves to start the year? Our active equity experts offer their thoughts on key themes they see affecting equity markets in the months ahead.

  • Equity

    Time to tilt: Harnessing factor cyclicality

    May 22, 2025|ByPhilip Hodges, PhD

    Navigating market shifts requires a dynamic approach; harnessing factor cyclicality can smooth the highs and lows.

  • Public Policy Viewpoints

    Spotlight: 24 Hour Trading: Implications for Markets and Investors

    May 19, 2025|ByBlackRock

    In this spotlight, we explore the introduction of 24-hour trading and its ability to provide continuous investor access to certain U.S. securities, enabling investors to trade beyond traditional market hours.

  • Equity

    Tomorrow’s themes, today: Investing in themes

    May 09, 2025|ByJay JacobsScott Gladstone

    Markets are more thematic and dynamic than ever; shouldn’t your portfolio be too? A thematic rotation strategy provides flexibility and greater diversification.