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

  • 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.

  • Equity

    2026 Thematic Mid-Year Update

    Aug 24, 2026|ByJay Jacobs

    Explore thematic investing in 2026 and how the AI economy is creating opportunities across semiconductors, power, robotics, healthcare and more.

  • Tax

    Tailoring return estimates for taxable investors

    Tax-aware capital market assumptions help investors make allocation decisions based on expected post-tax outcomes.

  • Market Insights

    Capital market assumptions

    Visualize expected returns, volatilities and correlations in four different currencies in our return assumptions interactive graphic.

  • Equity

    Re-Underwriting Bitcoin: Still a Portfolio Diversifier

    Aug 17, 2026|ByRobert Mitchnick

    Explore BlackRock’s outlook on bitcoin, its recent pullback, market drivers and potential role as a long-term portfolio diversifier.

  • 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.

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.