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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  • 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

    Weekly market commentary

    Jan 20, 2026|ByBlackRock Investment Institute

    Fresh worries over Federal Reserve independence highlight how immutable economic laws are still in play. We stay pro-risk and underweight long-term U.S. bonds.

  • Portfolio Construction

    Student of the Market

    Jan 19, 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.

  • Multi-Asset

    Monthly Commentary: Multi-Asset Income Fund

    Jan 16, 2026|ByJustin Christofel, CFALouis Arranz, CFA

    Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund has a proven record for delivering attractive yield and total return with low volatility.

  • 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.

  • Alternative Investing

    Where alpha meets access: unlocking alternatives in active ETFs

    Jan 13, 2026|ByBlackRock Systematic Investing

    Learn how IALT helps investors pursue consistent returns across market cycles with an innovative, multi-strategy alternative in an accessible ETF wrapper.

Inside the Market

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Portfolio manager views

  • 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.

  • Multi-Asset

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

    Jan 07, 2026|ByJustin Christofel, CFA

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

  • Model Portfolio

    Target Allocation Monthly: Unwrapping 2026 Market Forecasts

    Jan 07, 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

    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.

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

  • Multi-Asset

    Bonds Starting to Offer More Diversification

    Dec 22, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses recent changes to stock/bond correlations and the impact that inflation, or a lack thereof, can have on this dynamic.

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.

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

  • Equity

    Equity Market Outlook

    Dec 16, 2025|ByCarrie KingJeff ShenRaffaele Savi

    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.

  • Market Insights

    Pushing limits

    Dec 02, 2025|ByBlackRock Investment Institute

    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.