BlackRock Insights

Our insights hub provides the latest BlackRock thought leadership to help advisors navigate financial markets and stay ahead of the curve.
All latest insights Portfolio manager views Research & publications
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All latest insights

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  • Fixed Income

    Market Outlook: The AI Boom and Two-Speed Economy

    Jun 12, 2026|ByRick Rieder

    AI is accelerating growth and widening economic divides. In 2026, investors should prioritize income, earnings strength, and selective positioning.

  • Inside the market

    AI mega-IPOs are coming: What investors should know in 2026

    Jun 12, 2026|ByKristy Akullian, CFA

    Explore how mega AI tech initial public offerings or IPOs and index inclusion may reshape ETFs and investor opportunities.

  • Inside the Market

    Student of the Market

    Jun 11, 2026|ByMark Peterson

    BlackRock’s Student of the Market provides monthly insights on current and historical market trends. Share these key insights with your clients now.

  • Inside the Market

    Advisor Outlook: Key market themes and risks

    Jun 11, 2026|ByBlackRock

    Obtain exclusive resources from the Advisor Outlook team to help put markets in context, tying the best of BlackRock insights into actionable portfolio implications.

  • Inside the market

    What history says about 2026 midterm elections and market performance

    Jun 11, 2026|ByBryan WoodMark Peterson

    Midterm elections and the stock market: a look at past trends, market volatility, and why investors would have been better off staying invested.

  • 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

Inside the Market

BlackRock experts share their insights as markets change

Subscribe to get our updated views and stay prepared for client conversations.

Portfolio manager views

  • Fixed Income

    Market Outlook: The AI Boom and Two-Speed Economy

    Jun 12, 2026|ByRick Rieder

    AI is accelerating growth and widening economic divides. In 2026, investors should prioritize income, earnings strength, and selective positioning.

  • 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

  • Model Portfolio

    Are small caps cooked?

    Jun 09, 2026|ByMichael Gates, CFA

    Michael Gates outlines the case for using small cap stocks as a dynamic opportunity rather than a long-term hold in model portfolios.

  • Market Insights

    Student of the Market – Midterm election year special

    Jun 02, 2026|ByBlackRock

    Student of the Market – Midterm election year special

  • Multi-Asset

    Protecting retirement income amid market volatility

    Jun 01, 2026|ByJustin Christofel, CFA, CAIALouis Arranz, CFA, CAIA, FRM

    We examine how market volatility and drawdowns impact retirement savings and how an income-centric approach can help investors navigate them.

  • Core

    How buffer ETFs are built for market volatility

    May 22, 2026|ByJay Jacobs

    Learn how the higher volatility backdrop has improved the opportunity for buffer ETFs, by increasing upside caps

Research & publications

  • Fixed Income

    Fixed Income Outlook

    May 13, 2026|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    Supply-driven shocks, higher yields and global uncertainty are changing how fixed income works, making income more important and selectivity key to navigating more uneven markets.

  • Equity

    Equity Market Outlook

    Mar 30, 2026|ByCarrie KingJeff ShenRaffaele Savi

    Stocks have experienced volatility and rotations to start the year. Our Q2 equity market outlook explores key themes to watch as 2026 continues to unfold.

  • Practice Management

    Vanilla: State of Estate Planning Report 2026

    Feb 23, 2026|ByBlackRock

    Vanilla's 2026 report on the modern estate planning landscape

  • Tax

    A guide to 130/30 loss harvesting

    Jan 29, 2026|ByBlackRock

    Learn more how 130/30 loss harvesting strategy leverages long and short positions to enhance tax efficiency and improve after-tax returns for investors.

  • After-tax investing for single family offices

    Jan 28, 2026|ByBlackRock

    After-tax investing for single family offices

  • Equity

    2026 Thematic Outlook

    Jan 21, 2026|ByJay Jacobs

    Explore our 2026 outlook on thematic investing—covering AI, infrastructure, defense, and tokenization shaping markets and portfolios.

  • BlackRock publishes a broad range of insights designed specifically for advisors, including:

    • Portfolio manager views and market commentary – Timely perspectives on markets, macro trends and potential portfolio implications.
    • Research and publications – In-depth outlooks and whitepapers exploring key investment themes.
    • Model portfolio updates – Monthly commentary and context around the recent model rebalances and positioning decisions.
    • Podcasts – The Bid features conversations with BlackRock leaders and investors on economic and financial trends. 

    The content is designed to help advisors stay informed on market developments, investment trends and portfolio positioning considerations.

  • BlackRock’s insights are developed by our research teams, portfolio managers and the BlackRock Investment Institute (BII).

    The Portfolio Manager Views section features perspectives from leading investors such as Rick Rieder, Michael Gates, Tony Kim and other senior investment professionals.

    Flagship outlooks are published on a recurring basis 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:

  • Advisors can subscribe to Inside the Market email by completing the subscription form on this page or by updating their marketing subscriptions within Advisor Center.

    BlackRock’s insight articles are written specifically for advisors. The themes and analysis are designed to help advisors stay informed and be prepared for client reviews, portfolio conversations and long term investment planning discussions.

  • Yes. Advisors can filter insights by:

    • Content type
    • Topic
    • Author

    These filters make it easier to find relevant market commentary, portfolio construction ideas or research aligned to specific investment interests or asset classes.

  • BlackRock insights provide timely market perspectives, portfolio construction guidance and thematic analysis to help advisors:

    • Assess risks and opportunities
    • Inform asset allocation decisions
    • Support client portfolio positioning conversations

    In addition to insights, advisors can leverage BlackRock’s model portfolios and the Advisor Portfolio positioning guide as resources.