Rick Rieder assesses market shifts, policy impacts, and AI advancements in the investing landscape.
Separately Managed Account
Harvesting Losses in a Strong Market: a Story of Success in 2025
Jan 28, 2026|ByMike Branch
Learn more about how systematic loss harvesting, scale, and dispersion can unlock loss harvesting opportunities even as the broader market trends upward.
With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.
Rick Rieder explains why 2026 favors investors over gamblers, as fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.
Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.
Research & publications
Private Market
2026 Private Markets Outlook for U.S. wealth investors
Jan 07, 2026|ByIsabelle Rucart, CFA, PRM
Read more about the private markets outlook for 2026
Inside the market
Investment Directions
Jan 06, 2026|ByGargi Pal ChaudhuriKristy Akullian, CFA
Explore 2026’s new regime of improving growth, easing policy and AI-driven productivity, and how investors can adapt portfolios to shifting market dynamics.
Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.
What’s in store for stocks in 2026? Our Q1 outlook explores the evolving opportunities in AI, and some quieter areas of the market worth investor attention.
AI's growth is led by a few firms making massive investments, raising investor questions about whether AI revenues will match this scale of spending.
People & Money - The next wave of U.S. ETF investors
Nov 11, 2025|ByBlackRock
Our People & Money analysis aims to amplify the voice of the individual investor — offering insights into their behaviors, motivations, and attitudes toward investing.