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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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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.
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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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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.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

More episodes

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.

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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_20240226

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

We continue to like Japanese equities even at all-time

highs for three reasons.

Title slide: Why we stay overweight Japan stocks

1: Valuations

This may be surprising but on an equity risk premium basis given the low-rate environment that is still in place in Japan, actually valuations [do] not look too stretched in Japan. Not to mention a large part of the initial rally was also boosted by weaker currency and in dollar terms, actually Japan has done well but not that well. So, there is more to go.

2: Corporate reforms

More than 10 years ago we were already talking about three arrows and Abenomics, but it always has been slow moving. It’s starting to accelerate. If you are talking about the Tokyo Stock Exchange focus on cash management, you look at the return on equities it’s increased now from back in 2010 to now nine percent right now, which is really quite exciting. It’s still [roughly] half the level in the U.S., but reforms, corporate reforms can really help bridge that gap.

Earnings

In the same way in the U.S. equity market we’re seeing rate repricing, hawkish repricing, but earnings are offsetting that, in fact more than offsetting, the same is happening in Japan. You look at operating profit in Japan in the latest earnings season it’s grown 17% year on year and that is also recognizing that expectations have been revised higher.

Outro: Here’s our Market take

So, for these key three reasons we continue to like Japan even as it has reached its all-time high and the last time it was at these levels, this all-time high level was back in the 1989, so it is has taken a long time and we do think that momentum can continue for now.

Closing frame: Read details:

www.blackrock.com/weekly-commentary.

­Market take

Weekly video_20240226

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

We continue to like Japanese equities even at all-time

highs for three reasons.

Title slide: Why we stay overweight Japan stocks

1: Valuations

This may be surprising but on an equity risk premium basis given the low-rate environment that is still in place in Japan, actually valuations [do] not look too stretched in Japan. Not to mention a large part of the initial rally was also boosted by weaker currency and in dollar terms, actually Japan has done well but not that well. So, there is more to go.

2: Corporate reforms

More than 10 years ago we were already talking about three arrows and Abenomics, but it always has been slow moving. It’s starting to accelerate. If you are talking about the Tokyo Stock Exchange focus on cash management, you look at the return on equities it’s increased now from back in 2010 to now nine percent right now, which is really quite exciting. It’s still [roughly] half the level in the U.S., but reforms, corporate reforms can really help bridge that gap.

Earnings

In the same way in the U.S. equity market we’re seeing rate repricing, hawkish repricing, but earnings are offsetting that, in fact more than offsetting, the same is happening in Japan. You look at operating profit in Japan in the latest earnings season it’s grown 17% year on year and that is also recognizing that expectations have been revised higher.

Outro: Here’s our Market take

So, for these key three reasons we continue to like Japan even as it has reached its all-time high and the last time it was at these levels, this all-time high level was back in the 1989, so it is has taken a long time and we do think that momentum can continue for now.

Closing frame: Read details:

www.blackrock.com/weekly-commentary.

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In the Know recap: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.