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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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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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  • BII Weekly Market Commentary
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  • 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

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_20221128

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

We see an aging U.S. population as a key constraint on its workforce now and in the future. That means lower production capacity.

And that means lower growth or persistent inflation over time.

1: Workforce participation problem

The share of people participating in the workforce plummeted in the pandemic.

It has partly recovered, but we don’t see it doing so further because aging accounts for most of the decline since Covid, we find.

A bigger share of the population has reached retirement age and some workers retired early due to the pandemic.

2: Central banks face sharp trade-off

That means lower production capacity today.

Making for a sharp trade-off for the Federal Reserve: EITHER create a recession deep enough to get economic activity down to what the economy can sustain…

OR live with persistent inflation.

3: Aging to weigh on growth

Continued aging of the population will weigh on future growth.

If the productivity of each worker keeps increasing at the same rate as before, annual GDP growth would be roughly two-thirds of its average between 1980 and 2020.  Now that’s some slow growth!

Outro frame: Here’s our Market take 

Here’s our Market take…

An aging workforce in the U.S. is a near-term and long-term labor constraint.  It’s one reason why we are underweight developed market equities for now and favor inflation-linked bonds.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

Market take

Weekly video_20221128

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

We see an aging U.S. population as a key constraint on its workforce now and in the future. That means lower production capacity.

And that means lower growth or persistent inflation over time.

1: Workforce participation problem

The share of people participating in the workforce plummeted in the pandemic.

It has partly recovered, but we don’t see it doing so further because aging accounts for most of the decline since Covid, we find.

A bigger share of the population has reached retirement age and some workers retired early due to the pandemic.

2: Central banks face sharp trade-off

That means lower production capacity today.

Making for a sharp trade-off for the Federal Reserve: EITHER create a recession deep enough to get economic activity down to what the economy can sustain…

OR live with persistent inflation.

3: Aging to weigh on growth

Continued aging of the population will weigh on future growth.

If the productivity of each worker keeps increasing at the same rate as before, annual GDP growth would be roughly two-thirds of its average between 1980 and 2020.  Now that’s some slow growth!

Outro frame: Here’s our Market take 

Here’s our Market take…

An aging workforce in the U.S. is a near-term and long-term labor constraint.  It’s one reason why we are underweight developed market equities for now and favor 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.

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