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BLACKROCK ADVISOR CENTER

BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Now may be an opportunity for bonds: 2024 fixed income ideas
2024 may be a turning point for fixed income – find strategies for your clients’ portfolios.
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Latest BlackRock Market Insights

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Featured Publications

Count on these exclusive insights available to you on a regular basis in a range of media types, such as audio and PDF.
Browse Student of the Market insights.
Student of the Market
Use historical parallels to gain insight on current markets—to provide perspective to clients and inform portfolio decisions.
View advisor portfolio trends
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Find out what your peers are talking about with our portfolio construction experts—and explore our latest analysis of advisor models.

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Featured Authors

Andrew Ang, PhD
Writes about Factors & Systematic Investing
A well-known financial economist specializing in quantitative investing, Andrew has authored 100 publications on equities, fixed income, optimal asset allocation and alternative assets.
Carolyn Barnette
Writes about Market Dynamics and Advisor Portfolios
Carolyn, Head of Market and Portfolio Insights for BlackRock U.S. Wealth Advisory, translates market dynamics into portfolio insights for advisors in the “Advisor Outlook” to help clients meet their financial goals.
Gargi Chaudhuri
Writes about Macro Events with an iShares perspective
Gargi, Head of iShares Investment Strategy and Markets Coverage, focuses on delivering global macro thought leadership and investment insights with an iShares perspective.
Justin Christofel, CFA
Writes about Market Outlook & Income Investing
Justin is Co-Head of Income Investing for BlackRock’s Multi-Asset Strategies & Solutions group and a portfolio manager for a number of income funds and model portfolios.
Tony DeSpirito
Writes about U.S. Equity Markets & Investment Strategies
Tony is Chief Investment Officer of BlackRock U.S. Fundamental Equities and is lead portfolio manager of the BlackRock Equity Dividend portfolios.
Jay Jacobs
Writes about Thematic & Megatrend Investing
Jay is U.S. Head of Thematics and Active Equity ETFs, focusing on identifying nascent trends with the potential to drive long-term growth.
Michael Lane
Writes about iShares Solutions for financial advisors
Michael is Head of U.S. Wealth Advisory iShares BlackRock and helps advisors build better portfolios with core, fixed income, factor and model-based ETFs.
Russ Koesterich, CFA, JD
Writes about Portfolio Construction & Asset Allocation
Russ is a portfolio manager of the Global Allocation Fund and GA Selects Model Portfolios, and frequent contributor to financial news media.
Rick Rieder
Writes about Market Outlook & Fixed Income
Rick is BlackRock's Chief Investment Officer of Global Fixed Income, and Head of the Global Allocation Investment Team.

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Podcasts by BlackRock

Get to know our featured podcasts. In the Know is made exclusively for advisors and their clients. The Bid is our top-rated financial podcast produced for a wide range of investors.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

More episodes

The Bid

This popular financial podcast is designed for a wide range of professional and individual investors. The Bid breaks down what's happening in the world of investing and explores the forces changing the economy and finance.

Listen to more episodes of The Bid podcast

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos for timely insights on markets, geopolitics and economics.

 

Market take

Weekly video_20240318

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

Inflation is in the spotlight again, thanks to some recent data surprises and the U.S. Federal Reserve and Bank of Japan both holding meetings this week.

Title slide: U.S. & Japan: a tale of two overweights
Markets see a positive near-term macro backdrop in the U.S. and Japan. We eye risks for both ahead – but for different reasons.

1: U.S. inflation
U.S. inflation has eased over the past few years thanks to rapidly falling goods prices.

Inflation will likely fall further toward 2% this year, in our view. But persistent services inflation will likely pull it back up in 2025 as the drag from falling goods prices fades. We see U.S. inflation settling closer to 3% than 2% over the medium term, as a result.

2: Market sentiment
Markets are, for now, comfortable that U.S. inflation will cool enough to allow the Fed to make three quarter-point rate cuts this year.

We think upbeat market sentiment can persist as inflation cools and rate cuts come through.

3: BOJ policies
The Bank of Japan, meanwhile, is focused on keeping inflation sustainably at 2% after decades of low or no inflation.

 We expect the BOJ to end its emergency policy of negative rates, but to remain cautious - and not start tightening policy too aggressively.

Outro: Here’s our Market take
We’re overweight U.S. and Japan stocks.

Yet resurgent inflation in the U.S. could spoil sentiment. So we stay nimble.

Japan’s outlook remains positive to us as we don’t think the BOJ will raise rates aggressively and given ongoing corporate reforms.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

Market take

Weekly video_20240318

Nicholas Fawcett

Opening frame: What’s driving markets? Market take

Camera frame

Inflation is in the spotlight again, thanks to some recent data surprises and the U.S. Federal Reserve and Bank of Japan both holding meetings this week.

Title slide: U.S. & Japan: a tale of two overweights
Markets see a positive near-term macro backdrop in the U.S. and Japan. We eye risks for both ahead – but for different reasons.

1: U.S. inflation
U.S. inflation has eased over the past few years thanks to rapidly falling goods prices.

Inflation will likely fall further toward 2% this year, in our view. But persistent services inflation will likely pull it back up in 2025 as the drag from falling goods prices fades. We see U.S. inflation settling closer to 3% than 2% over the medium term, as a result.

2: Market sentiment
Markets are, for now, comfortable that U.S. inflation will cool enough to allow the Fed to make three quarter-point rate cuts this year.

We think upbeat market sentiment can persist as inflation cools and rate cuts come through.

3: BOJ policies
The Bank of Japan, meanwhile, is focused on keeping inflation sustainably at 2% after decades of low or no inflation.

 We expect the BOJ to end its emergency policy of negative rates, but to remain cautious - and not start tightening policy too aggressively.

Outro: Here’s our Market take
We’re overweight U.S. and Japan stocks.

Yet resurgent inflation in the U.S. could spoil sentiment. So we stay nimble.

Japan’s outlook remains positive to us as we don’t think the BOJ will raise rates aggressively and given ongoing corporate reforms.

Closing frame: Read details:

www.blackrock.com/weekly-commentary

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Featured Webinars for Advisors

Register for an upcoming webinar discussion—or view a replay—with BlackRock's leaders on how advisors can navigate markets and build stronger relationships with clients.

Alternatives Outlook: February 2024

Watch the replay of our latest Alternatives Outlook  webinar where our top thought leaders discuss how implementing private credit may build portfolio resiliency with potentially new sources of return.

In the Know recap: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.