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

  • 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.

  • Market Insights

    Mega IPOs, Index Inclusion and Portfolio Dynamics

    Jun 11, 2026|ByBlackRock

    Whitepaper providing an overview of index consultation results and potential index impact from mega-cap IPOs

  • Tax Alpha in Legacy Portfolios – Whitepaper

    May 14, 2026|ByBlackRock

    Tax Alpha in Legacy Portfolios – Whitepaper

  • 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.

  • 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.

  • Practice Management

    Vanilla: State of Estate Planning Report 2026

    Feb 23, 2026|ByBlackRock

    Vanilla's 2026 report on the modern estate planning landscape

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.