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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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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

Filter by:

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  • Advisor Outlook
  • Alex Shingler
  • Andrew Ang
  • BlackRock Investment Institute (BII)
  • Carolyn Barnette
  • Gargi Chaudhuri
  • Jay Jacobs
  • Jeff Rosenberg
  • Justin Christofel
  • Katie Cullen
  • Michael Gates
  • Michael Lane
  • Rich Mathieson
  • Rick Rieder
  • Russ Koesterich
  • Tony DeSpirito
  • Top / Popular - Other

Featured Authors

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.
Carolyn Barnette
Writes about Market Dynamics and Advisor Portfolios
Carolyn, Head of Market and Portfolio Insights for BlackRock U.S. Wealth Advisory, translates market dynamics into portfolio insights for advisors in the “Advisor Outlook” to help clients meet their financial goals.
Gargi Chaudhuri
Writes about Macro Events with an iShares perspective
Gargi, Head of iShares Investment Strategy and Markets Coverage, focuses on delivering global macro thought leadership and investment insights with an iShares perspective.
Justin Christofel, CFA
Writes about Market Outlook & Income Investing
Justin is Co-Head of Income Investing for BlackRock’s Multi-Asset Strategies & Solutions group and a portfolio manager for a number of income funds and model portfolios.
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.
Jay Jacobs
Writes about Thematic & Megatrend Investing
Jay is U.S. Head of Thematics and Active Equity ETFs, focusing on identifying nascent trends with the potential to drive long-term growth.
Michael Lane
Writes about iShares Solutions for financial advisors
Michael is Head of U.S. Wealth Advisory iShares BlackRock and helps advisors build better portfolios with core, fixed income, factor and model-based ETFs.
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

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.

In the Know

This exclusive podcast is designed for advisors and is shareable with clients. BlackRock's top minds put the latest news into context to help your clients stay invested and up-to-date on what's happening in the markets.

Subscribe to In the Know podcast

Why bother with international investing?

In the know podcast
In the know podcast /
Why bother with international investing?

International and emerging market equities are having a moment. Performance has been strong, and flows have followed. But US investors are chronically under-invested abroad, as US stocks have served them well over the past decade. On today's episode, we answer: why bother going beyond our borders?

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 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_20230605

Alex Brazier

Opening frame: What’s driving markets? Market take

Camera frame

We think the U.S. debt ceiling deal removes a big near-term risk. But the deal will likely now thrust the market’s focus back to the underlying macro and debt backdrop.

Title slide: Macro outlook returns to forefront

We don’t see major central banks coming to the rescue with interest rate cuts this year, and we see rates staying higher for longer.

And we expect attention to turn to the broader government debt position in this new macro regime. 

Here’s why:

1: What the debt deal means for inflation

We think an extremely tight labor market is the key factor keeping core inflation high.

And the spending cuts in the debt deal aren’t big, so they won’t stop that overheating. The Federal Reserve will have to keep interest rates high to bring inflation down.

2: Growing debt in the new regime

Higher rates mean higher debt servicing costs for the U.S. government. 

And government spending has already well surpassed tax revenue by historic standards. 

3:  Risks for government bonds

We have long said that higher borrowing costs and heavy debt loads could cause investors to demand more compensation for holding long-term Treasuries.

And an influx of new Treasury bills to replenish government funds could add to volatility, especially for very short-dated bonds.

Outro frame: Here’s our Market take 

We expand our preference for short-term bonds to encompass two-year Treasury notes.

We also like investment grade credit, emerging-market local currency debt and inflation-linked bonds.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

­Market take

Weekly video_20230605

Alex Brazier

Opening frame: What’s driving markets? Market take

Camera frame

We think the U.S. debt ceiling deal removes a big near-term risk. But the deal will likely now thrust the market’s focus back to the underlying macro and debt backdrop.

Title slide: Macro outlook returns to forefront

We don’t see major central banks coming to the rescue with interest rate cuts this year, and we see rates staying higher for longer.

And we expect attention to turn to the broader government debt position in this new macro regime. 

Here’s why:

1: What the debt deal means for inflation

We think an extremely tight labor market is the key factor keeping core inflation high.

And the spending cuts in the debt deal aren’t big, so they won’t stop that overheating. The Federal Reserve will have to keep interest rates high to bring inflation down.

2: Growing debt in the new regime

Higher rates mean higher debt servicing costs for the U.S. government. 

And government spending has already well surpassed tax revenue by historic standards. 

3:  Risks for government bonds

We have long said that higher borrowing costs and heavy debt loads could cause investors to demand more compensation for holding long-term Treasuries.

And an influx of new Treasury bills to replenish government funds could add to volatility, especially for very short-dated bonds.

Outro frame: Here’s our Market take 

We expand our preference for short-term bonds to encompass two-year Treasury notes.

We also like investment grade credit, emerging-market local currency debt and inflation-linked bonds.

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.

In the Know: May 2023 Outlook

Join BlackRock’s top thought leaders as they discuss their perspectives on the future of markets and how they are positioning portfolios in a challenging economic landscape.
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