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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.

 

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Latest Insights

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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  • Advisor Outlook
  • Alex Shingler
  • Andrew Ang
  • BlackRock Investment Institute (BII)
  • Carolyn Barnette
  • Gargi Chaudhuri
  • Jay Jacobs
  • Jeff Rosenberg
  • Justin Christofel
  • Katie Cullen
  • Michael Gates
  • Michael Lane
  • Rich Mathieson
  • Rick Rieder
  • Russ Koesterich
  • Tony DeSpirito
  • 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 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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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.

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

Why bother with international investing?

In the know podcast
In the know podcast /
Why bother with international investing?

International and emerging market equities are having a moment. Performance has been strong, and flows have followed. But US investors are chronically under-invested abroad, as US stocks have served them well over the past decade. On today's episode, we answer: why bother going beyond our borders?

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.

Listen to more episodes of The Bid podcast

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_20230925

Jean Boivin

Opening frame: What’s driving markets? Market take

Camera frame

We saw significant market moves last week.

The 10-year U.S. Treasury yield briefly broke the 4.5% mark, reaching its highest level since the global financial crisis. This year’s climb higher accelerated this week even as major central banks paused rate hikes – but left the door open for more.

Title slide: Yields surge as new regime plays out

The main story last week was expected to have been central banks. Instead, it’s that bond yields are resetting higher as markets reassess risks in the new volatile macro regime.

Markets are coming around to the idea rates will stay higher for longer.

1: Volatile regime and bond yields

Policy rate cuts have been pushed out in line with our view, but more broadly we believe the reassessment of central bank expectations is putting a sharper focus on the greater outlook uncertainty and duration risk this environment entails. We expect that will spur investors to demand more compensation for the interest rate risk of holding long-term bonds, and further push up yields.

The Bank of Japan stands apart from other major central banks for now. It appears reluctant to withdraw stimulus. We think economic growth can boost company earnings.

2: New opportunities

In the new volatile regime, markets are repricing as they adjust to the higher rate environment. That will create opportunities, in our view.

We’ve turned positive on UK gilts and European government bonds where we think that adjustment is well advanced. But we’re not yet ready to jump back into long-term U.S. Treasuries.

Outro frame: Here’s our Market take

We prefer short-term bonds for income in the U.S., long-term European bonds and Japanese stocks within developed market equities.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

­Market take

Weekly video_20230925

Jean Boivin

Opening frame: What’s driving markets? Market take

Camera frame

We saw significant market moves last week.

The 10-year U.S. Treasury yield briefly broke the 4.5% mark, reaching its highest level since the global financial crisis. This year’s climb higher accelerated this week even as major central banks paused rate hikes – but left the door open for more.

Title slide: Yields surge as new regime plays out

The main story last week was expected to have been central banks. Instead, it’s that bond yields are resetting higher as markets reassess risks in the new volatile macro regime.

Markets are coming around to the idea rates will stay higher for longer.

1: Volatile regime and bond yields

Policy rate cuts have been pushed out in line with our view, but more broadly we believe the reassessment of central bank expectations is putting a sharper focus on the greater outlook uncertainty and duration risk this environment entails. We expect that will spur investors to demand more compensation for the interest rate risk of holding long-term bonds, and further push up yields.

The Bank of Japan stands apart from other major central banks for now. It appears reluctant to withdraw stimulus. We think economic growth can boost company earnings.

2: New opportunities

In the new volatile regime, markets are repricing as they adjust to the higher rate environment. That will create opportunities, in our view.

We’ve turned positive on UK gilts and European government bonds where we think that adjustment is well advanced. But we’re not yet ready to jump back into long-term U.S. Treasuries.

Outro frame: Here’s our Market take

We prefer short-term bonds for income in the U.S., long-term European bonds and Japanese stocks within developed market equities.

Closing frame: Read details: 

www.blackrock.com/weekly-commentary

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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 recap: September 2023

Watch a recap of our latest In the Know event where our top thought leaders discuss the current macro environment, ways to optimize portfolios for after-tax returns, and insights on artificial intelligence within the industry.