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ETFs
A Guide to Index Fixed Income Investing
Nov 2, 2026
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By
Connor Stack |
Karen Veraa-Perry, CFA |
Stephen Laipply
Learn how fixed income indexing has evolved, how index strategies work, and how investors can use them to build, modify and express views in fixed income.
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Market Insights
Weekly market commentary
AI spending is booming, but the bar for returns is rising. We stay selective while maintaining our conviction in the AI transformation.
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Bonds / Fixed Income
New York Municipal Bonds: Investment Opportunities
Explore New York municipal bond opportunities, including attractive yields, potential tax advantages and sectors where BlackRock sees value.
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Multi-Asset
Monthly Commentary: Global Allocation Fund
Investors can glean additional insight on cyclical stock performance from the vantage point of volatility.
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Practice Management
2026 Read on Retirement®: Plan Advisor Survey
Discover what sets high-growth retirement advisory practices apart in BlackRock's 2026 survey, from business growth to retirement solutions and AI.
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Alternatives
Hedge Fund Outlook
Oct 27, 2026
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By
BlackRock
Explore BlackRock's hedge fund outlook and how market dispersion, innovation and diversification are shaping opportunities for differentiated returns.
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Practice
How to attract business owner clients before they sell
Access prospective business owner clients and become their trusted partner before, during and after a future sale.
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Fixed Income
Fixed Income Outlook
Similar yields can carry very different risks. Explore how investors can capture income while being deliberate about risk.
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Bonds / Fixed Income
Monthly commentary: Total Return Fund
Oct 21, 2026
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By
BlackRock
BlackRock Total Return Fund seeks returns in a variety of fixed income sectors while providing protection when stocks fall. Learn more.
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Bonds / Fixed Income
Monthly commentary: Strategic Income Opportunities Portfolio
The portfolio managers of the BlackRock Strategic Income Opportunities Portfolio discuss the fund’s performance and positioning in this monthly commentary.
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Tax
Managing IPO Wealth: Strategies for Financial Advisors
Oct 19, 2026
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By
BlackRock
Plan for concentrated stock after an IPO by assessing total exposure, clarifying client goals and coordinating investment, tax and estate decisions.
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Bonds / Fixed Income
Municipal market quarterly update
Market update from BlackRock's municipal bond team.
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Market Insights
Student of the Market
BlackRock’s Student of the Market provides monthly insights on current and historical market trends. Share these key insights with your clients now.
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Multi-Asset
Monthly Commentary: Multi-Asset Income Portfolio
Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Portfolio has a proven record for delivering attractive yield and total return with low volatility.
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Bonds / Fixed Income
CIO Perspective: The Edge Comes from Asking Better Questions
Rick Rieder explores Fed policy, AI-driven growth, bond yields and equity opportunities, and how these trends can inform portfolio construction.
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Practice
4 ways to save time and serve more high-net-worth clients
If you want to grow your business by serving wealthier clients, you will need to free up time and resources to deliver on their expectations. Here are 4 ways to do it.
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Model Portfolios
Market’s Uneven Response to Higher Rates
Oct 12, 2026
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By
Russ Koesterich, CFA, JD
In this article, Russ Koesterich discusses how tech strength is hiding broader market weakness, as higher rates begin to weigh on rate-sensitive sectors.
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Tax
Alpha Through an After-Tax Lens
Oct 9, 2026
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By
BlackRock
See how active ETFs may help reduce tax drag, preserve more potential alpha, and complement tax-loss harvesting and SMAs in taxable portfolios.
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Equities
Direct Lending: Attractive economics in a shifting environment
Oct 8, 2026
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By
BlackRock
How is the direct lending opportunity evolving? Explore how higher prospective US yields, stronger lender protections and disciplined underwriting are creating opportunities for investors in today’s market.
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No Topic
Future of Wealth
Oct 6, 2026
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By
BlackRock
New advisor growth research explores affluent and high-net-worth women investors, their wealth, financial priorities and expectations for professional advice.
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Bonds / Fixed Income
Prepaid gas bonds: A differentiated source of tax-exempt income
Learn how prepaid gas bonds can provide tax-exempt income, diversification and attractive yields within municipal bond portfolios.
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Thematic Investing
The Machine-Native Economy: AI and Digital Assets
Oct 5, 2026
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By
Robert Mitchnick
Explore how AI and digital assets are converging across agentic commerce, stablecoin payments, blockchain infrastructure and compute.
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Market Insights
Advisor Outlook: Key market themes and risks
Oct 1, 2026
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By
BlackRock
Obtain exclusive resources from the Advisor Outlook team to help put markets in context, tying the best of BlackRock insights into actionable portfolio implications.
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Bonds / Fixed Income
Municipal Bonds and AI Data Center Financing
Sep 29, 2026
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By
BlackRock |
BlackRock |
BlackRock |
BlackRock
Explore how municipal bonds can help finance the power, grid, water and other infrastructure supporting the buildout of AI data centers.
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Equities
AI and Private Credit: Risks and Opportunities
Sep 28, 2026
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By
BlackRock
How is AI reshaping risk and opportunity in private credit? Explore how disciplined underwriting and selectivity can help investors navigate an increasingly uneven landscape.
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Equities
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.
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Model Portfolios
When Strong Earnings Meet Crowded Markets
Sep 24, 2026
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By
Russ Koesterich, CFA, JD
In this article, Russ Koesterich looks at the strong second-quarter earnings season and discusses why positioning mattered as much as fundamentals.
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Market Insights
First Fed rate hike in years: What it may mean for investor portfolios
Explore what the Fed’s first rate hike in years could mean for stocks, investor portfolios, Treasury yields, and opportunities across fixed income.
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Bonds / Fixed Income
iShares® iBonds® ETFs: What to do with maturing iBonds?
Sep 18, 2026
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By
Karen Veraa, CFA
Learn how term maturity bond ETFs work, what happens when iShares® iBonds® ETFs mature, and how advisors can reinvest proceeds and reset bond ladders.
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Tax
What Advisors Should Know: Equity Comp for IPOs
Sep 17, 2026
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By
Patrick Geddes
Learn how RSUs, ISOs, NSOs, lockups and taxes can affect employee equity compensation before and after an IPO.
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Practice Management
Identify GRAT opportunities for clients with appreciating assets
Learn how a grantor retained annuity trust can remove future appreciation from a client’s estate using little or none of their lifetime gift tax exemption.
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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.
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Separately Managed Accounts
How SMAs and ETFs can Shape a Client’s Muni Profile
Sep 15, 2026
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By
Chris Ryan, CFP®
Compare muni SMAs and ETFs and learn how advisors can use both to support customization, tax-loss harvesting and scalable municipal bond exposure.
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No Topic
Market neutral investing: Alpha beyond market direction
Discover how market neutral strategies can help target consistent, uncorrelated returns in today's volatile investment regime.
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No Topic
Access Advisor Center 360° analytics directly in your AI workflows
Sep 14, 2026
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By
BlackRock
The BlackRock Advisor Center Connector securely connects approved AI apps to Advisor Center 360°, providing easy access to analytics and insights.
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No Topic
The 529 Advantage: What Clients Give Up With Other Vehicles
Sep 10, 2026
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By
Mark DiSipio, CIMA®
Despite the clear education savings benefits of 529 plans, clients continue to default to other investment vehicles without realizing what they’re giving up
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Separately Managed Account
Prepare business owner clients for liquidity events
Help your clients prepare for a business sale with proactive strategies that may reduce taxes and preserve more of the wealth they worked hard to build.
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Model Portfolios
Why Momentum Can Still Work
Sep 9, 2026
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By
Russ Koesterich, CFA, JD
Explore why strong earnings growth may continue to support momentum investing, despite risks from market volatility, crowding and interest rates.
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Multi-Asset
A model investor’s take on a big year for IPOs
Sep 8, 2026
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By
BlackRock |
BlackRock |
BlackRock |
BlackRock
Explore the rise in IPO activity, what it may signal for equity markets and AI, and how new public companies can enter model portfolios.
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Market Insights
Fall Macro Outlook: Supply in Capital Markets 101
Explore how rising bond supply, sticky inflation, interest rates and IPO activity are shaping opportunities across global equities and bonds in 2026.
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No Topic
Donate stock to charity to seek bigger tax savings
Sep 1, 2026
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By
BlackRock
Stock donations are more advantageous than cash – for both you as a taxpayer and the charities you support. Be sure to maximize the benefits of your generosity.
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Market Insights
Fall 2026 Investment Directions
Explore Fall 2026 Investment Directions for advisors on AI volatility, midterms, rates and diversified portfolios as capital competition intensifies.
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Model Portfolios
When Rates Begin to Bite
Aug 31, 2026
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By
Russ Koesterich, CFA, JD
In this article, Russ Koesterich explains how strong fundamentals have supported stocks, but rising bond yields may soon begin to challenge market valuations.
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Multi-Asset
Monthly commentary: Multi-Asset Income model portfolios
Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Multi-Asset Income model portfolio team.
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Bonds / Fixed Income
CIO Perspective: AI, the Fed and Market Opportunities
Rick Rieder discusses AI, Fed policy and inflation, highlighting potential opportunities across equities, fixed income and portfolio strategy.
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Thematics / Megatrends
2026 Thematic Mid-Year Update
Aug 24, 2026
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By
Jay Jacobs
Explore thematic investing in 2026 and how the AI economy is creating opportunities across semiconductors, power, robotics, healthcare and more.
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Retirement
Saving on behalf of kids: a guide to five investment vehicles
Compare 529 plans, custodial brokerage accounts, IRAs, and the new Trump accounts. A guide to five investment vehicles for saving on behalf of children.
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Tax
Tailoring return estimates for taxable investors
Tax-aware capital market assumptions help investors make allocation decisions based on expected post-tax outcomes.
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Market Insights
Capital market assumptions
Visualize expected returns, volatilities and correlations in four different currencies in our return assumptions interactive graphic.