Insights by BlackRock

Inflation may have peaked, but where does it go from here? This question is influencing the outlook for stocks. Equity CIO Tony DeSpirito offers his take.

We’re now entering an era that will be marked by the disruption and rewiring of global supply chains. This will be the catalyst for a new investment environment ahead for retirement savers.

Market uncertainty may continue a long time. You can help your clients stay on track to their goals by choosing an effective strategy to lower risk.

BlackRock’s equity experts weigh the signs of a U.S. recession in 2022 and economic indicators to watch as the Fed takes action to fight inflation.

Why we think investors may be overly optimistic on inflation easing

A new regime of macro volatility is playing out with weaker growth, persistent inflation and volatile markets. Read why we reaffirm our tactical views.

The market selloff provides an opportunity for you to help your clients unlock potential tax benefits through tax-loss harvesting. Learn how BlackRock’s Tax Evaluator tool can help.

2022 has been a historically bad year for bonds presenting a generational opportunity to tax loss harvest. See how to take advantage of this opportunity here.

Russ Koesterich, CFA, Managing Director and Portfolio Manager, of the Global Allocation team discusses why the longer-term outlook for growth stocks is encouraging.

Inflation fears have collided with recession risk, leaving investors questioning how to position their portfolios. Stock picker Tony DeSpirito weighs in.

Market update from BlackRock's municipal bond team.

Plan sponsors have an opportunity to help participants stay the course and see the value that a long-term approach to retirement and their 401(k) plan brings.

If finalized as proposed, new regulation could remove certain barriers for ERISA plans to select ESG investments if consistent with a prudent decision process.

The BlackRock Liquid Federal Trust Fund (BLFT) allows investors the opportunity to seek positive social outcomes from the familiarity of a government MMF.

Russ Koesterich, CFA, JD, Managing Director and member of the Global Allocation Team discusses the challenges facing investors before adding more equity risk.

Findings from BlackRock’s 2022 Read on Retirement reveal how Gen Z is approaching saving for retirement. It’s clear that the youngest generation is taking the long view, but there may be early warning signs.

Learn how megatrend thematic investing opportunities may help provide some resilience against inflation, while providing exposure to growth opportunities.

After a rough first half of 2022, Rick Rieder and team discuss orienting portfolios around assets that are closest to reaching the “end of the sale.”

Russ Koesterich, CFA, JD, Managing Director and member of the Global Allocation Team advocates a greater emphasis on portfolio income given today’s environment.

Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team explains why investors should expand their definition of quality.

There are several benefits that can be gained by investors pursuing a more flexible and unconstrained approach to fixed income. Read more today.

The economy and markets are at a critical juncture, facing a new regime marked by higher rates and inflation. We review 3 ideas for this new environment.

Markets have entered a new regime of higher macro volatility. BlackRock’s equity market experts reveal what is driving their 2022 outlook and forecasts for the stock market.

Investment themes are highly dynamic, shouldn’t your investment process be too? Explore a systematic framework for thematic investing.

There’s a lot of talk about inflation. How could it affect retirement savings? And how might target dates funds help people navigate these economic forces?

Volatility is here — Min Vol ETFs can help investors stay invested.

Inflation, rising rates and geopolitics are here — Factor ETFs can help.

Russ Koesterich, CFA, JD, Managing Director and member of the Global Allocation Team explains why value stocks have gone from market leader to laggard.

The hedge fund market is evolving to integrate ESG. The Manager Research team in BlackRock’s Multi-Asset Strategies & Solutions group examines this shift.

We are braving a new world of heightened macro and market volatility. How should clients position their portfolios? Read our midyear investment outlook.

Municipal bonds are more compelling than they have been in several years while remaining a safe, high credit quality corner of the fixed income markets.

Inflation and recession concerns have weighed on stock and bond returns. Our latest fixed income market outlook explores what these risks mean for your portfolio.

A financial emergency can undermine retirement savings. Helping participants to be more financially secure today can translate into more long-term savings.

Meta - Russ Koesterich, Managing Director and Portfolio Manager, of the Global Allocation team details what needs to change for bonds to be an effective hedge again

Retirement legislation advances with bipartisan support. We summarize the latest updates including the status of the current legislation and its key provisions.

Managing duration risk in a hawkish interest rate environment is essential. We seek to actively position our global money market funds to quickly benefit from rate hikes.

The transition towards a decarbonized economy is underway. Read our take on how clients can position their portfolios now for that economic transformation.

As markets brace for tighter policy amid a cooling economy, Rick Rieder and team argue that investors are best served holding a portfolio that buys time.

The impact of the Russia-Ukraine war on fossil fuels has renewed investor focus on clean energy, a trend based accelerated by 3 factors.

Portfolio construction in today’s market environment is difficult. We outline investment ideas, where to source defensive positions, and what recession indicators we’re monitoring.

It’s time to rebuild 60/40 portfolios with alternative sources of diversification and return. Learn how alternative investments create more resilient portfolios.

Russ Koesterich, CFA, Managing Director and Portfolio Manager, and member of the Global Allocation team discusses the criteria for growth stocks to bounce back.

A sharp sell-off to start the year has pushed municipal closed-end funds to discounts, potentially presenting an attractive entry point for investors seeking tax-exempt income.

Anna Hawley, Lead ESG Portfolio Manager for Systematic Active Equity, sheds light on recent market developments through a sustainable lens.

The Fed’s policy response has had many implications on markets. In the current macro backdrop, international stocks may find more support than US equities.

Today’s market environment has made investing for income a challenge. BlackRock’s Multi-Asset Income team puts the latest selloff in perspective.

Today’s market environment has made investing for income a challenge. BlackRock’s Multi-Asset Income team puts the latest selloff in perspective.

COVID-19 has dominated healthcare conversations for two years. Equity investor Erin Xie explores the broader landscape and opportunities post-pandemic.

Investors from BlackRock Fundamental Equities gathered to share thoughts on some of the investing topics on clients’ minds since the invasion of Ukraine.

Participants will save, but need planning guidance