Latest Outlooks

Market outlooks and investment research for advisors

In-depth research and long-term outlooks from BlackRock’s investment experts, covering macro trends, portfolio construction, and strategic asset allocation.

Additional research & outlooks

  • Thematic Investing

    Quantum Computing and Blockchains

    Jul 31, 2026|ByRobert Mitchnick

    Learn more about quantum computing and its implications for cybersecurity and blockchain technology and the post-quantum cybersecurity transition.

  • Equity

    Space Economy: A New Investment Frontier

    Jul 28, 2026|ByTony KimSimon WanTomas HamudisYasmin Meissner, CFA

    Explore the space economy investment opportunity as AI, defense, satellites and falling launch costs reshape global infrastructure and long-term growth.

  • Fixed Income

    Fixed Income Outlook

    Q3 2026 Fixed Income Outlook from BlackRock. Explore higher yields, Fed policy, portfolio construction and opportunities across global bond markets.

  • Equity

    Factor Rotation: Unlocking returns through market cycles

    Explore how an active rotation approach to factor investing seeks to capture opportunities across changing market environments.

  • Market Insights

    Scarcity vs. abundance

    Could AI accelerate innovation and lift economic growth, ushering the world into a new era of abundance? Or will scarcity in power, labor, capital and materials dominate? Our 2026 Midyear Global Outlook looks at the big calls investors can’t avoid — and how the possibility of multiple, very different economic outcomes demand a portfolio rethink.

  • Equity

    Equity Market Outlook

    What do we see driving stock markets in the second half of 2026? Our Q3 outlook digs into diversification, AI evolution and underappreciated opportunities.

FAQs

  • Flagship outlooks are published on a recurring basis, ranging from quarterly to annually, and draw on BlackRock’s global investment platform and research capabilities. These outlooks reflect the firm’s latest views across asset classes, markets and macroeconomic trends. Key publications include:

    • Market & Investment Outlooks
    • Macro & economic analysis
    • Asset class perspectives
    • Thematic and structural trends
    • Portfolio construction and risk analytics
    • Sustainability and transition analysis
    • Tax analysis
  • An investment outlook is a flagship publication that presents expert views on a given topic. Outlooks focus on in-depth analysis from BlackRock experts, offering longer-term investment perspectives and positioning across key areas.