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Q1 2020

Advisor Quarterly (AQ)

Explore the tabs to 1) learn about the latest market and portfolio trends, 2) take action with our portfolio analysis tools, and 3) share resources with your clients.

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Our insights for Q1

AQ Executive Brief: January 2020
What’s our view on markets? How are advisors constructing portfolios? What investments do we think advisors should consider for 2020? Here’s what you need to know to start the decade.
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Our key publications

Growth should edge higher in 2020, but some risks look underappreciated by investors. The Blackrock Investment Institute gives our analysis.
How do your peers manage portfolios? See trends among more than 13,000 advisor models, with a special feature on factor investing in the 2020 Winter edition.
This popular monthly digest looks back at history to uncover unique insights on markets yesterday and today.

Analyze your portfolios

How would BlackRock position my portfolio?

Michael Gates, Head of Managed Portfolio Solutions, and Tushar Yadava, Strategist for Client Portfolio Solutions (CPS), explain why and how they've rebalanced BlackRock’s Model Portfolios for Q1 2020.

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Compare your portfolio to other advisors and see how you fare across attributes like fees, income, and more.
Streamline your investment process with a model as your base. Then, customize it with your unique view.
Examine your portfolio across various dimensions and see the potential impact of adjusting allocations.

Resources for your clients

Give your clients an overview of recent market activity and help position the value of your practice.
Engage prospective or existing clients by telling stories and showing them the math behind common behavioral mistakes investors make.
White-label commentaries and share with your clients – with your logo at the top of the page.
The Bid podcast
Help your clients make sense of financial markets with The BID, and uncover BlackRock’s perspective on timely market events and investment ideas. Every other week, strategists and portfolio managers discuss topics such as geopolitics, sustainable investing, and technology.
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AQ Conversations

Hear how BlackRock’s senior strategists explain key market and portfolio concepts to give you ideas on how to engage your clients. New ideas every quarter.

Building the business of the future

Elizabeth Koehler, Head of Advisor Insights, shares the three ingredients for growing your advisory business.

How megatrends will shape the future

Jeff Spiegel, Head of Megatrend ETFs, offers ideas on building resilience in client portfolios through long-term structural growth trends.