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

  • Market Insights

    Investing around Policy Shifts, Market Volatility, and AI

    May 28, 2025|ByRick Rieder

    Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

  • Separately Managed Account

    Tax Planning Opportunities in a Volatile Market

    Jun 09, 2025|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Investors may feel anxious about stock market volatility but tax planning can help improve long-term, after-tax wealth outcomes

  • Market Insights

    Tariffs and Tech: What advisors are asking

    May 30, 2025|ByKristy Akullian, CFA

    We explore the top questions asked by advisors in May 2025, on topics like international diversification, trade policy, and earnings.

Latest insights Markets and portfolios Serving clients New research
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Latest insights

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  • Equity

    Introducing themes to model portfolios

    Jun 10, 2025|ByJay JacobsMichael Gates, CFA

    Listed infrastructure investments are helping to build a new foundation for modern portfolios

  • Portfolio Construction

    Put markets in perspective

    Jun 10, 2025|ByMark Peterson

    BlackRock’s Student of the Market provides monthly insights on current and historical market trends. Share these key insights with your clients now.

  • Private Market

    Covenants: translating jargon of private credit

    Jun 09, 2025|ByAlex DollJohn Griffith IIIMichael Pond, CFA

    Learn how covenants in private credit provide early warnings, enhance lender oversight and ensure borrower compliance for optimal financial stability.

  • Separately Managed Account

    Tax Planning Opportunities in a Volatile Market

    Jun 09, 2025|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Investors may feel anxious about stock market volatility but tax planning can help improve long-term, after-tax wealth outcomes

  • Market Insights

    Weekly market commentary

    Jun 09, 2025|ByBlackRock Investment Institute

    At our internal Midyear Forum, our portfolio managers were laser focused on how and where to capture opportunities, even as uncertainty abounds.

  • Fixed Income

    Three bets on stock and bond markets investors might regret

    Jun 09, 2025|ByCarolyn Barnette

    We looked at stock and bond market opportunities as the summer begins, as we anticipate volatility to continue

Insights from our experts

Get timely updates on the markets and learn how emerging trends could impact your client portfolios.

Market and portfolio insights

  • Equity

    Introducing themes to model portfolios

    Jun 10, 2025|ByJay JacobsMichael Gates, CFA

    Listed infrastructure investments are helping to build a new foundation for modern portfolios

  • Private Market

    Covenants: translating jargon of private credit

    Jun 09, 2025|ByAlex DollJohn Griffith IIIMichael Pond, CFA

    Learn how covenants in private credit provide early warnings, enhance lender oversight and ensure borrower compliance for optimal financial stability.

  • Separately Managed Account

    Tax Planning Opportunities in a Volatile Market

    Jun 09, 2025|ByLincoln Fleming, CPA/PFS, CFP, MAcc

    Investors may feel anxious about stock market volatility but tax planning can help improve long-term, after-tax wealth outcomes

  • Fixed Income

    Three bets on stock and bond markets investors might regret

    Jun 09, 2025|ByCarolyn Barnette

    We looked at stock and bond market opportunities as the summer begins, as we anticipate volatility to continue

  • Multi-Asset

    Positioning for retirement amidst market chaos

    Jun 04, 2025|ByAlex Shingler, CFAJustin Christofel, CFATony Marek, CFA

    We examine the outsized impact of market volatility and drawdowns on retirement savings and how an income-centric approach can help navigate those challenges.

  • Market Insights

    Tariffs and Tech: What advisors are asking

    May 30, 2025|ByKristy Akullian, CFA

    We explore the top questions asked by advisors in May 2025, on topics like international diversification, trade policy, and earnings.

Insights on serving clients

  • Practice Management

    Boost the value of your firm for mergers and acquisitions

    Jun 04, 2025|ByJim Renitsky, CIMA®

    Uncover ways you can increase your growth potential and reduce key risks that impact valuations in today’s busy M&A market.

  • outcome

    Staying Invested in 529 Plans During Market Volatility

    May 29, 2025|ByMark DiSipio, CIMA®

    Detailing the many lesser-known benefits of staying invested in 529 plans over the long-term

  • Defined Contribution

    Reenrollment strategies: Ensuring no participant is left behind

    May 28, 2025|ByBlackRock Retirement Perspectives

    Reenrollment can align participant populations with retirement plan best practices. Discover scenarios that can spur plans to consider reenrollment.

  • Defined Contribution

    What to tell participants about tapping into their retirement savings

    May 26, 2025|ByBlackRock Retirement Perspectives

    What to tell participants about borrowing from their defined contribution plans during market volatility. Explore strategies to boost retirement savings and equip yourself with knowledge to ensure financial security during unforeseen challenges.

  • Practice Management

    Does your value proposition appeal to the high-net-worth market?

    May 21, 2025|ByJim Renitsky, CIMA®

    Stand out from the competition. Show wealthy clients what makes you different and how they will benefit by choosing to work with you.

  • Defined Contribution

    Hidden healthcare costs: Understanding financial security for retirees

    May 14, 2025|ByBlackRock Retirement Perspectives

    Retirement healthcare costs can be expensive depending on the care you need. Explore your retirement insurance options to help prepare for future expenses.

New research

  • Equity

    Time to tilt: Harnessing factor cyclicality

    May 22, 2025|ByPhilip Hodges, PhD

    Navigating market shifts requires a dynamic approach; harnessing factor cyclicality can smooth the highs and lows.

  • Public Policy Viewpoints

    Spotlight: 24 Hour Trading: Implications for Markets and Investors

    May 19, 2025|ByBlackRock

    In this spotlight, we explore the introduction of 24-hour trading and its ability to provide continuous investor access to certain U.S. securities, enabling investors to trade beyond traditional market hours.

  • Equity

    Tomorrow’s themes, today: Investing in themes

    May 09, 2025|ByJay JacobsScott Gladstone

    Markets are more thematic and dynamic than ever; shouldn’t your portfolio be too? A thematic rotation strategy provides flexibility and greater diversification.

  • 2025 guide to using municipal bonds in high-net-worth portfolios

    Apr 30, 2025|ByBlackRock

    Munis remain an incredibly attractive asset class, but may be underrepresented in portfolios. Read our latest paper on the role munis can play in high-net-worth portfolios.

  • Equity

    Outcome ETFs – A powerful tool for a changing world

    Mar 27, 2025|ByRobert Hum, CAIA

    Discover what is behind the growth of outcome ETFs and why they can be a powerful tool within your practice.

  • Market Insights

    Sizing up a major macro policy pivot

    Mar 27, 2025|ByRuss Koesterich, CFA, JDBlackRock Investment Institute

    Major U.S. policy shifts are cascading globally and putting upward pressure on policy rates and bond yields. We assess the impact on the U.S. economic outlook.