BlackRock Insights

Our insights hub provides the latest BlackRock thought leadership to help advisors navigate financial markets and stay ahead of the curve.
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  • Market Insights

    Weekly market commentary

    Feb 17, 2026|ByBlackRock Investment Institute

    The recent software selloff shows markets are now sorting potential winners and losers of AI disruption. We think these moves reinforce AI's massive buildout.

  • Portfolio Construction

    Student of the Market

    Feb 16, 2026|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.

  • Market Insights

    The Bid – BlackRock’s investment podcast

    Feb 16, 2026|ByBlackRock

    As investors head into 2026, thematic forces are increasingly shaping markets. In this episode of The Bid, Oscar Pulido speaks with Jay Jacobs about AI usage intensity, defense and geopolitical fragmentation, infrastructure constraints, and how thematic investing is evolving as these forces converge.

  • Multi-Asset

    Diversify, but do not abandon Tech

    Feb 11, 2026|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses the merits of continuing to hold tech companies while also exploring diversification outside of the sector.

  • Model Portfolio

    Target Allocation Monthly: mid markets in midterm years

    Feb 09, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Inside the Market

    Advisor Outlook

    Feb 06, 2026|ByBlackRock

    Obtain exclusive resources from the Advisor Outlook team to help put markets in context, tying the best of BlackRock insights into actionable portfolio implications.

Inside the Market

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Portfolio manager views

  • Model Portfolio

    Target Allocation Monthly: mid markets in midterm years

    Feb 09, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Market Insights

    2026 Views: Income, Selectivity and Dispersion

    Jan 28, 2026|ByRick Rieder

    Rick Rieder assesses market shifts, policy impacts, and AI advancements in the investing landscape.

  • Equity

    2026 Thematic Outlook

    Jan 21, 2026|ByJay Jacobs

    Explore our 2026 outlook on thematic investing—covering AI, infrastructure, defense, and tokenization shaping markets and portfolios.

  • Market Insights

    Student of the Market – January 2026

    Jan 11, 2026|ByBlackRock

    Student of the Market

  • Multi-Asset

    2026 Income Outlook: If easy income is over, what’s next?

    Jan 07, 2026|ByJustin Christofel, CFA, CAIALouis Arranz, CFA, CAIA, FRM

    With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.

  • Market Insights

    The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

    Jan 02, 2026|ByRick Rieder

    Rick Rieder explains why 2026 favors investors over gamblers, as fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.

Research & publications

  • Tax

    A guide to 130/30 loss harvesting

    Jan 29, 2026|ByBlackRock

    Learn more how 130/30 loss harvesting strategy leverages long and short positions to enhance tax efficiency and improve after-tax returns for investors.

  • After-tax investing for single family offices

    Jan 28, 2026|ByBlackRock

    After-tax investing for single family offices

  • Equity

    2026 Thematic Outlook

    Jan 21, 2026|ByJay Jacobs

    Explore our 2026 outlook on thematic investing—covering AI, infrastructure, defense, and tokenization shaping markets and portfolios.

  • Economy

    On the Record: Infrastructure and skilled trades

    Jan 15, 2026|ByBlackRock

    The unprecedented infrastructure buildout now underway, including the rapid expansion of AI data centers, creates opportunity for well-paying jobs in skilled trades.

  • Practice Management

    Advisor Trends Survey

    Jan 14, 2026|ByBlackRock

    High-net-worth clients represent the biggest growth opportunity for financial advisors. Adapt your business to meet the evolving needs of wealthier clients.

  • 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