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BLACKROCK ADVISOR CENTER

Insights

For timely market analysis, expert podcasts and selected client-friendly materials, BlackRock is one of the world’s leading providers of insights to advisors.

 

We help your practice stay ahead of the curve.

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Latest Insights by Topic

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  • Thematics / Megatrends

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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  • Andrew Ang
  • BII Weekly Market Commentary
  • BlackRock Investment Institute (BII)
  • Tony DeSpirito
  • Michael Fredericks​
  • Russ Koesterich
  • Rick Rieder
  • Top / Popular - Other

Author Spotlight

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.
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.
Michael Fredericks
Writes about Income Investing & Multi-Asset Strategies
Michael is the lead portfolio manager for a global suite of income portfolios and his insights have been featured in the Wall Street Journal, Financial Times, CNBC and Bloomberg TV.
Michael Gates, CFA
Writes about Model Portfolios & Asset Allocation
Michael is the lead portfolio manager of Target Allocation and Target Income Model Portfolios.
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

Hear thought leaders from BlackRock and around the globe discuss latest insights on markets, the potential impacts on portfolios and investment strategies to help guide clients in today's environment.

The Bid

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance.

Read more about The Bid podcast

In the Know

Hear BlackRock’s top minds explain what’s happening in markets in simple terms. Each episode helps put the latest news into context to help your clients stay invested and up-to-date on market trends.

Subscribe to In the Know podcast

In the know

The weird journey for the 60/40 portfolio

Stocks have done the heavy lifting for portfolios for the last decade. And as interest rates steadily declined over the last few years, it seemed almost pointless to buy bonds, as they returned almost nothing. That has changed. Bonds are back.

In the know podcast /
January 12, 2023
In the know podcast /
The weird journey for the 60/40 portfolio
In the know

When markets give you lemons...

What should I do when markets are this bleak? How have markets have behaved during midterm election years and recessions? And why is timing the market so hard? On this episode we cover how to turn financial market lemons into lemonade.

In the know podcast /
Nov. 15, 2022
In the know podcast /
When markets give you lemons...

Share this related guide on “What if we see a recession” with investors to help them understand why staying invested and tax loss harvesting is so critical.

View client guide to share

In the know

Are we in a recession?

How would our top investment strategist explain markets today at a cocktail party? And what does the Fed’s latest move mean for your portfolio? On this episode, we cover The News In Context, Interesting Numbers, and What Should I Do?

In the know podcast /
Sept. 26, 2022
In the know podcast /
Are we in a recession?

Share this related guide on “Are we in a recession?” with investors to help them understand what’s happening in markets and what to do about it.

View client guide to share

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos like BlackRock Investment Institute’s What's driving markets? Market take and iShares’ Macro-Minute for timely insights on markets, geopolitics and economics.

 

Market take

Weekly video_20230123

Vivek Paul

Opening frame: What’s driving markets? Market take

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Equity markets are up in 2023, fueled by China’s reopening, falling inflation and lower energy prices. Our strategic, long-term views are positioned for this. But investors with a shorter horizon should be wary.

1: Long run vs. short run

We’re in a new regime of greater macro and market volatility. But that doesn’t mean it’s a permanent persistent bear market.

We see our preferred gauge of equity valuations as reasonably valued relative to what we expect in five- to ten-years’ time. That means stocks should outperform bonds on this horizon.

2: Market outlook too rosy near term

But investors with shorter horizons of 6-12 months should be wary. Recession is foretold, in our view.  Central banks are deliberately causing recessions to bring inflation down, not riding to the rescued as in the past. We think markets are positioned for a rosy outlook too soon – and it will get worse for risk assets before it gets better.

3: Why we see yields rising

Our long run views have favored inflation-linked bonds over nominal government bonds. The events of 2023 give us more conviction in this view.

Inflation was always going to come down as some of the pandemic drivers reversed. What matters is where it settles. Market pricing does not reflect what we see as inflation settling closer to 3% than 2% in the U.S.

This means long-term yields should rise from here, hurting nominal [government] bond returns.

Outro frame: Here’s our Market take 

The events of 2023 have reaffirmed our strategic views. But investors with short horizons should be cautious – it could get worse before it gets better.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

Market take

Weekly video_20230123

Vivek Paul

Opening frame: What’s driving markets? Market take

Camera frame

Equity markets are up in 2023, fueled by China’s reopening, falling inflation and lower energy prices. Our strategic, long-term views are positioned for this. But investors with a shorter horizon should be wary.

1: Long run vs. short run

We’re in a new regime of greater macro and market volatility. But that doesn’t mean it’s a permanent persistent bear market.

We see our preferred gauge of equity valuations as reasonably valued relative to what we expect in five- to ten-years’ time. That means stocks should outperform bonds on this horizon.

2: Market outlook too rosy near term

But investors with shorter horizons of 6-12 months should be wary. Recession is foretold, in our view.  Central banks are deliberately causing recessions to bring inflation down, not riding to the rescued as in the past. We think markets are positioned for a rosy outlook too soon – and it will get worse for risk assets before it gets better.

3: Why we see yields rising

Our long run views have favored inflation-linked bonds over nominal government bonds. The events of 2023 give us more conviction in this view.

Inflation was always going to come down as some of the pandemic drivers reversed. What matters is where it settles. Market pricing does not reflect what we see as inflation settling closer to 3% than 2% in the U.S.

This means long-term yields should rise from here, hurting nominal [government] bond returns.

Outro frame: Here’s our Market take 

The events of 2023 have reaffirmed our strategic views. But investors with short horizons should be cautious – it could get worse before it gets better.

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.

Tax foundations: Tax-efficient portfolios
Optimizing after-tax returns can help investors keep more of what they earn. Learn why managing taxes matters and how to adapt your investment process.
Alternative: Tax-efficient-portfolios
In the know: September 2022 outlook
Hear our experts discuss how they are positioning portfolios amid inflation, recession concerns, and a generational opportunity to tax-loss harvest.
Alternatives: Thumb september outlook