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

  • Fixed Income

    Fixed Income Outlook

    Similar yields can carry very different risks. Explore how investors can capture income while being deliberate about risk.

  • Americas Family Office Report - US web version

    Oct 19, 2026|ByBlackRock

    Americas Family Office Report

  • The Model Moment - From Scale to Sophistication

    Oct 06, 2026|ByBlackRock

    For years, the story of model portfolios has been one of growth. But as the market becomes crowded, we believe the next chapter will be defined by how portfolios are built, with greater intentionality, customization, and a sharper focus on the evolving needs of advisors and their clients.

  • Equity

    Equity Market Outlook

    What’s in store for Q4? Our outlook offers insight on investing in AI, balancing income and growth, and sourcing stock opportunities across the globe.

  • Market Insights

    Scarcity vs. abundance

    Explore BlackRock Investment Institute’s Q4 2026 Investment Outlook on AI, higher yields, inflation and the investment opportunities shaping global markets.

  • Inside the market

    Fall 2026 Investment Directions

    Explore Fall 2026 Investment Directions for advisors on AI volatility, midterms, rates and diversified portfolios as capital competition intensifies.

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.