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
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  • Market Insights

    What tariffs may mean for the economy and portfolios

    Nov 12, 2025|ByCarolyn BarnetteKristy Akullian, CFA

    Tariffs are reshaping global trade—see what it means for growth, inflation, and your portfolio.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • 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 and portfolio insights

  • Market Insights

    What tariffs may mean for the economy and portfolios

    Nov 12, 2025|ByCarolyn BarnetteKristy Akullian, CFA

    Tariffs are reshaping global trade—see what it means for growth, inflation, and your portfolio.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • 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.

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.