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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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Yields are back
After a decade of low rates, many advisors may have reduced fixed income allocations. Now that rates are higher and yields are back, it may be time to revisit fixed income.
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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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  • Andrew Ang
  • BlackRock Investment Institute (BII)
  • Tony DeSpirito
  • Michael Fredericks​
  • Russ Koesterich
  • Rick Rieder
  • 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 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.
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.
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.

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

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

In the know

The weird journey for the 60/40 portfolio

Stocks have done the heavy lifting for portfolios for the last decade. And as interest rates steadily declined over the last few years, it seemed almost pointless to buy bonds, as they returned almost nothing. That has changed. Bonds are back.

In the know podcast /
January 12, 2023
In the know podcast /
The weird journey for the 60/40 portfolio
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_20230130

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

The Federal Reserve and European Central Bank are set to raise rates again this week to fight inflation.

Title slide: Rate hikes reinforce why yield is back

But markets are pricing rate cuts in 2023 even as both central banks insist that they will stay the course.

1: Policy rates higher for longer

We see the disconnect resolving in favor of central banks.

Inflation is set to fall a lot – but not all the way to 2% in our view.

Like central banks – we are looking for wage pressures to sustainably subside. They’ll want to see this before declaring victory on inflation – so rate cuts are a long way off.

2: Risks underpinning higher long-term yields

That’s one reason we prefer short-term bonds. Another is that we see investors demanding more to hold long-term bonds.

That might happen if the Bank of Japan changes its yield curve control policy and that causes market dislocations.

That may also happen amid the tussle to lift the U.S. debt ceiling, though we do expect negotiations to be resolved.

3: Opportunity in short-term fixed income

Short-term government bonds and investment grade credit now offer some of the highest yields in the last two decades.

We prefer them for income. We also like agency mortgage-backed-securities to diversify income.

Global investment grade credit offers even more yield than short-term bonds, and should weather a downturn.

Outro frame: Here’s our Market take 

We like short-term government bonds and high-grade credit for their income potential.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

Market take

Weekly video_20230130

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

The Federal Reserve and European Central Bank are set to raise rates again this week to fight inflation.

Title slide: Rate hikes reinforce why yield is back

But markets are pricing rate cuts in 2023 even as both central banks insist that they will stay the course.

1: Policy rates higher for longer

We see the disconnect resolving in favor of central banks.

Inflation is set to fall a lot – but not all the way to 2% in our view.

Like central banks – we are looking for wage pressures to sustainably subside. They’ll want to see this before declaring victory on inflation – so rate cuts are a long way off.

2: Risks underpinning higher long-term yields

That’s one reason we prefer short-term bonds. Another is that we see investors demanding more to hold long-term bonds.

That might happen if the Bank of Japan changes its yield curve control policy and that causes market dislocations.

That may also happen amid the tussle to lift the U.S. debt ceiling, though we do expect negotiations to be resolved.

3: Opportunity in short-term fixed income

Short-term government bonds and investment grade credit now offer some of the highest yields in the last two decades.

We prefer them for income. We also like agency mortgage-backed-securities to diversify income.

Global investment grade credit offers even more yield than short-term bonds, and should weather a downturn.

Outro frame: Here’s our Market take 

We like short-term government bonds and high-grade credit for their income potential.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

Earn CE credits
We’re here to support you in growing your business. Explore our Continuing Education (CE) courses and actionable resources on today’s key topics.
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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: January 2023 outlook
Hear our experts, including CEO Larry Fink, discuss the path forward in a historically challenged market – and where we see opportunity.
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