Market insights

Incorporating alternatives in portfolios may help investors achieve better outcomes. Michael Gates outlines his process for blending alts into portfolios.

Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

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

Amid uncertainty, income can be a more reliable driver of total return than price appreciation. Stay ahead in 2025 with our income outlook and asset class views.

Michael Gates and Brett Wager discuss the investment rationale for bitcoin.

Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

In this article, Russ Koesterich discusses why stocks could continue to advance in 2025 despite the potential for a higher interest rate environment.

Rick Rieder explores key investment themes for 2025, including compounding returns, economic resilience, income opportunities, and growth equity strategies.

Increase yield for income-focused clients with iShares BuyWrite ETFs: options-based ETFs that offer monthly cash flow and a differentiated source of yield.

Stocks popped, tariffs loomed, and yields rose. Read what the Target Allocation team thinks about post-election markets.

In this article, Russ Koesterich discusses why cyclical leadership in equities could continue into 2025.

In this article, Russ Koesterich discusses why the equity market rally following the U.S. presidential election could continue into year-end.

Rick Rieder explains how the US economy is resilient, the government debt issue and how to invest in stocks and bonds in the months around the election.

In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.

Unemployment rose, labor softened, but payrolls did not stop growing. Read what the team has to say about the labor market.

In this article, Russ Koesterich discusses gold may continue to serve as a store of value in the current environment

Market Insight: Moving the Needle Rick Rieder and team outline an evolution of portfolio construction for the current environment.

In this article, Russ Koesterich discusses why the next bout of market volatility may last a bit longer than previous downturns and how to best position your portfolio against this backdrop.

In this article, Russ Koesterich discusses the recent market sell-off and why an emphasis on equities with consistent fundaments is justified.

Michael Gates speaks about current market volatility driven by recession fears and unwinding speculative trades.

Income investing offers retirees and investors a way to achieve stable, long-term returns. Explore effective income strategies for generating reliable earnings.

In this article, Russ Koesterich discusses factors behind gold’s impressive performance year to date.

In this article, Russ Koesterich discusses why bonds are still not a reliable hedge for equities in an environment where inflation remains elevated and volatile.

A common belief at the end of 2023 was that there would be a broadening, after only a handful of stocks supercharged the market. So… what happened?

Rick Rieder and team argue that the economy is making further progress towards normalization and continues to offer a once-in-a-generation investing opportunity.

In this article, Russ Koesterich discusses the YTD strength of energy stocks and why it could continue.

In this article, Russ Koesterich discusses why stocks are proving to be resilient in the face of higher rates and muted expectations for monetary easing.

Small-caps have been viewed as persistent winners since the ‘90s. We think this return anomaly has faded. Read more now.

In this article, Russ Koesterich discusses how momentum and election cycles may shift the impact and timing of seasonal trends.

In this article, Russ Koesterich discusses why a higher rate environment may still allow stocks to end the year higher.

In this article, Russ Koesterich discusses why the current momentum trade, despite stretched valuations, could continue.