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BLACKROCK ADVISOR CENTER

BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Latest BlackRock Market Insights

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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.

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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.

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 for timely insights on markets, geopolitics and economics.

 

­Market take

Weekly video_20231127

Vivek Paul

Opening frame: What’s driving markets? Market take

Camera frame

Elevated levels of bond volatility are evidence of the new macro and market regime in action, and confirm the benefits of being agile with our strategic views of five years or longer.

Title slide: Staying agile with our strategic views

We upgrade sovereign bonds in developed markets (DMs) to neutral but this masks two stories - we stay underweight long-term bonds but turn overweight short- and mid-dated bonds. We also trim our preference for inflation-linked bonds, though this remains our largest overweight, and cut DM stocks to neutral.

Here’s why: 

1: Yields to rise further

Our 3 1/2 year underweight to all DM government bonds is over, as market yields have risen in line with our positioning. At an aggregate level we have turned neutral, but this is driven by a preference for short- and mid-maturity bonds – and what’s more noteworthy is what we didn’t shift. We remain underweight long-term bonds. 

Why?

We think long-term yields will resume their climb as investors demand more term premium - compensation, for the risk of holding long-term bonds. 

2: Higher inflation for longer

We believe higher inflation, plus greater fiscal-and climate-related spending likely mean the level of policy rates will be materially higher than before the pandemic. 

Our updated view of higher neutral rates in the long term prompts a reassessment of equity valuations. Our strategic overweight to DM stocks – which we’ve held since the before end of Western lockdowns - is now trimmed to neutral. Long-term stock valuations look about fair to us, rather than warranting a higher allocation than usual. Though even with the downgrade to neutral, U.S. stocks remains our largest portfolio allocation.

Outro: Here’s our Market take

We think the new volatile economic regime calls for more nimble and dynamic strategic views. 

Closing frame: Read details: 

www.blackrock.com/weekly-commentary.

­Market take

Weekly video_20231127

Vivek Paul

Opening frame: What’s driving markets? Market take

Camera frame

Elevated levels of bond volatility are evidence of the new macro and market regime in action, and confirm the benefits of being agile with our strategic views of five years or longer.

Title slide: Staying agile with our strategic views

We upgrade sovereign bonds in developed markets (DMs) to neutral but this masks two stories - we stay underweight long-term bonds but turn overweight short- and mid-dated bonds. We also trim our preference for inflation-linked bonds, though this remains our largest overweight, and cut DM stocks to neutral.

Here’s why: 

1: Yields to rise further

Our 3 1/2 year underweight to all DM government bonds is over, as market yields have risen in line with our positioning. At an aggregate level we have turned neutral, but this is driven by a preference for short- and mid-maturity bonds – and what’s more noteworthy is what we didn’t shift. We remain underweight long-term bonds. 

Why?

We think long-term yields will resume their climb as investors demand more term premium - compensation, for the risk of holding long-term bonds. 

2: Higher inflation for longer

We believe higher inflation, plus greater fiscal-and climate-related spending likely mean the level of policy rates will be materially higher than before the pandemic. 

Our updated view of higher neutral rates in the long term prompts a reassessment of equity valuations. Our strategic overweight to DM stocks – which we’ve held since the before end of Western lockdowns - is now trimmed to neutral. Long-term stock valuations look about fair to us, rather than warranting a higher allocation than usual. Though even with the downgrade to neutral, U.S. stocks remains our largest portfolio allocation.

Outro: Here’s our Market take

We think the new volatile economic regime calls for more nimble and dynamic strategic views. 

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 recap: September 2023

Hear our experts discuss their perspectives on the future of markets and how they are positioning portfolios given the current economic data and latest from the Fed.