BLACKROCK ADVISOR CENTER

BlackRock Insights

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

Featured BlackRock Insights

  • Private Market

    Integrating Private Markets into Whole Portfolios

    Nov 17, 2025|ByIsabelle Rucart, CFA, PRM

    Discover how to size private market allocations for optimal diversification and client goals in wealth portfolios.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • Fixed Income

    The Rise of Active Fixed Income ETFs

    Nov 19, 2025|ByKaren Veraa-Perry, CFA

    Bond ETFs have evolved: active fixed income ETFs deliver flexibility, transparency, and alpha opportunities for today’s market conditions.

Latest insights Markets and portfolios Serving clients Outlooks and research
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Latest insights

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  • Fixed Income

    Maximizing Tax Savings with Muni Bonds

    Dec 04, 2025|ByDaniel Prince, CFA

    Price losses in muni bond funds present opportunities for greater tax efficiency as advisors navigate elevated yields and inflation.

  • Multi-Asset

    Gold’s near-term volatility provides opportunity

    Dec 04, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses gold’s recent positive correlation with stocks, particularly those names showing strong price momentum.

  • Market Insights

    BlackRock's market outlook for advisors

    Dec 04, 2025|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.

  • Model Portfolio

    Monthly commentary: Target Allocation ETF model portfolio

    Dec 03, 2025|ByMichael Gates, CFA

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

  • Market Insights

    Digital assets monthly update

    Dec 03, 2025|ByBlackRock

    Learn more about the factors behind bitcoin’s recent volatility and what the path forward may look like.

  • 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.

Market and portfolio insights

  • Multi-Asset

    Gold’s near-term volatility provides opportunity

    Dec 04, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses gold’s recent positive correlation with stocks, particularly those names showing strong price momentum.

  • Model Portfolio

    Monthly commentary: Target Allocation ETF model portfolio

    Dec 03, 2025|ByMichael Gates, CFA

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

  • Market Insights

    Digital assets monthly update

    Dec 03, 2025|ByBlackRock

    Learn more about the factors behind bitcoin’s recent volatility and what the path forward may look like.

  • 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.

  • Equity

    Cheery earnings, leery investors and an optimistic equity outlook

    Nov 26, 2025|ByCarrie KingBlackRock Fundamental Equities

    What do Q3 company earnings tell us about the U.S. equity market outlook? Carrie King sees opportunity in AI and beyond, and dispersion even within the Mag 7.

  • Fixed Income

    California: a state like no other

    Nov 25, 2025|ByPatrick Haskell

    Value has been restored in California’s municipal market providing tax-exempt benefits particularly for residents of the state.

Insights on serving clients

  • Fixed Income

    Maximizing Tax Savings with Muni Bonds

    Dec 04, 2025|ByDaniel Prince, CFA

    Price losses in muni bond funds present opportunities for greater tax efficiency as advisors navigate elevated yields and inflation.

  • Separately Managed Account

    What would Yale do? Implementing after-tax asset allocation

    Dec 02, 2025|ByFrances WalshPatrick Geddes

    Learn how after-tax asset allocation and Yale’s endowment model can help advisors design more tax-efficient portfolios for high-net-worth clients.

  • Read on Retirement advisor outlook

    Read on Retirement: A new generation of retirement plan consultants

    Nov 18, 2025|ByBlackRock Retirement Perspectives

    Retirement plan consultants share insights from 300+ surveyed in Read on Retirement® research, addressing challenges and enhancing outcomes.

  • Practice Management

    529 plans and the OBBBA: What you need to know

    Nov 10, 2025|ByMark DiSipio, CIMA®

    Implications of the passage of the One Big Beautiful Bill Act and what families and advisors should know about how it impacts 529 plans.

  • Separately Managed Account

    Tax-smart charitable giving strategies for year-end 2025

    Nov 07, 2025|ByLincoln Fleming, CPA/PFS, CFP

    Learn how new tax laws impact charitable giving in 2025 and how advisors can help clients give wisely while optimizing tax efficiency.

  • Retirement

    Annuity owners value the benefits of lifetime income

    Oct 30, 2025|ByBlackRock Retirement Perspectives

    Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

Outlooks and research

  • 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.

  • Hedge Fund Outlook

    Oct 27, 2025|ByBlackRock

    As markets shift and diversifiers weaken, our Hedge Fund Outlook highlights why we believe investors are enhancing adaptability and scale to seize alpha in today’s opportunity-rich landscape.

  • Fixed Income

    Fixed Income Outlook

    Oct 23, 2025|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.

  • Equity

    Equity Market Outlook

    Oct 20, 2025|ByJeff ShenRaffaele SaviTony DeSpirito

    Can stocks power on into year-end? Our Q4 outlook sees AI in the driver’s seat and explores momentum, irrational exuberance and hidden alpha opportunities.

  • Equity

    How a new era of active ETF innovation is empowering investors

    Oct 03, 2025|ByJay JacobsJorge del ValleSamara Cohen

    Learn more about what's driving the acceleration of active ETFs and the role they play in portfolios