Can stocks power on into year-end? Our Q4 outlook sees AI in the driver’s seat and explores momentum, irrational exuberance and hidden alpha opportunities.
Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.
The AI buildout, U.S.-China strategic competition, stablecoins — these were just some topics that threaded through the debate at our 2026 internal Forum.
Separately Managed Account
Tax-smart charitable giving strategies for year-end 2025
Nov 07, 2025|ByLincoln Fleming, CPA/PFS, CFP
Learn how new tax laws impact charitable giving in 2025 and how advisors can help clients give wisely while optimizing tax efficiency.
Rick Rieder portfolio positioning: anchor in quality bonds, add securitized spread, and concentrate equities where profit per employee and ROE are rising.
Market Insights
BlackRock's market outlook for advisors
Nov 04, 2025|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.
BlackRock experts share their insights as markets change
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Market and portfolio insights
outcome
529 plans and the OBBBA: What you need to know
Nov 10, 2025|ByMark DiSipio, CIMA®
Implications of the passage of the One Big Beautiful Bill Act and what families and advisors should know about how it impacts 529 plans.
Rick Rieder portfolio positioning: anchor in quality bonds, add securitized spread, and concentrate equities where profit per employee and ROE are rising.
Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.
Model Portfolio
Monthly commentary: Target Allocation ETF model portfolio
Early planning can lead to better after-tax outcomes when a client sells their business. Choosing the right strategies begins with asking the right questions.
Separately Managed Account
Manage capital gains between Qualified Opportunity Zone programs
Oct 06, 2025|ByLincoln Fleming, CPA/PFS, CFP
Until the next QOZ program rolls out in 2027, consider other strategies to help your clients manage capital gains tax and reduce concentrated stock risk.
Market Insights
Government shutdowns and potential market implications
Oct 02, 2025|ByBlackRock
Explore how markets have fared during prior government shutdowns.
Recent policy shifts have created a buying opportunity in New York’s municipal market given healthy credit fundamentals and economic resilience.
Outlooks and research
Hedge Fund Outlook
Oct 27, 2025|ByBlackRock
As markets shift and diversifiers weaken, our Hedge Fund Outlook highlights why we believe investors are enhancing adaptability and scale to seize alpha in today’s opportunity-rich landscape.
Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.
Can stocks power on into year-end? Our Q4 outlook sees AI in the driver’s seat and explores momentum, irrational exuberance and hidden alpha opportunities.
Equity
How a new era of active ETF innovation is empowering investors
Oct 03, 2025|ByJay JacobsJorge del ValleSamara Cohen
Learn more about what's driving the acceleration of active ETFs and the role they play in portfolios
Model Portfolios
Seizing the next model moment
Sep 16, 2025|ByBlackRock
Discover how model portfolios are transforming financial advising—unlocking growth, customization, and competitive edge in a $105 trillion wealth transfer era.
Market Insights
2025 Fall Investment Directions: Rethinking diversification
Aug 29, 2025|ByGargi Pal ChaudhuriKristy Akullian, CFA
Explore the 2025 investing outlook and learn strategies for portfolio diversification to enhance returns and reduce risk amid evolving market trends.