BLACKROCK ADVISOR CENTER

BlackRock Insights

Our insights hub provides the latest BlackRock thought leadership to help advisors navigate financial markets and stay ahead of the curve.

Featured BlackRock Insights

  • Equity

    Equity Market Outlook

    Oct 20, 2025|ByJeff ShenRaffaele SaviTony DeSpirito

    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.

  • Fixed Income

    Fixed Income Outlook

    Oct 23, 2025|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.

  • Multi-Asset

    Seeking income through AI-linked exposures

    Oct 20, 2025|ByJustin Christofel, CFAStella Wang

    Discover how utilities and global infrastructure, fueled by AI-driven power demand, are reshaping income opportunities in multi-asset portfolios

Latest insights Markets and portfolios Serving clients Outlooks and research
Dynamic Content-2,Eloqua Form-1
Dynamic Content-3
Dynamic Content-4
Dynamic Content-5

Latest insights

Sort by:
  • Authors
  • Published Date
  • Ascending
  • Descending
  • 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.

  • Multi-Asset

    Mega-Cap Tech Still a Buy

    Nov 10, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.

  • Market Insights

    Weekly market commentary

    Nov 10, 2025|ByBlackRock Investment Institute

    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.

  • Market Insights

    Clip coupon income and concentrate the upside

    Nov 04, 2025|ByRick Rieder

    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.

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.

  • Multi-Asset

    Mega-Cap Tech Still a Buy

    Nov 10, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich explains why the technology sector will likely continue to dominate equity returns into 2026.

  • Market Insights

    Clip coupon income and concentrate the upside

    Nov 04, 2025|ByRick Rieder

    Rick Rieder portfolio positioning: anchor in quality bonds, add securitized spread, and concentrate equities where profit per employee and ROE are rising.

  • Fixed Income

    Fixed Income Outlook

    Oct 23, 2025|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    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

    Oct 20, 2025|ByMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Multi-Asset

    Seeking income through AI-linked exposures

    Oct 20, 2025|ByJustin Christofel, CFAStella Wang

    Discover how utilities and global infrastructure, fueled by AI-driven power demand, are reshaping income opportunities in multi-asset portfolios

Insights on serving clients

  • 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.

  • 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.

  • Practice Management

    4 questions advisors should ask before a client sells their business

    Oct 13, 2025|ByCullen Roberts, CEPA®, CIMA®Lincoln Fleming, CPA/PFS, CFP

    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.

  • Fixed Income

    Capitalizing on New York’s investment potential

    Sep 29, 2025|ByPatrick Haskell

    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.

  • Fixed Income

    Fixed Income Outlook

    Oct 23, 2025|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.

  • Equity

    Equity Market Outlook

    Oct 20, 2025|ByJeff ShenRaffaele SaviTony DeSpirito

    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.