BlackRock active equity SMAs

10+ strategies providing domestic, international and global market exposure.

BlackRock’s approach to the investment process

Our team of experts and technology work together to construct portfolios seeking to deliver consistent alpha.
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Idea generation

Collaborative approach across the firm to identify attractive investment opportunities.
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Research and analysis

Data-driven analysis that helps inform investment decision-making.
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Portfolio construction

Disciplined portfolio construction process with an emphasis on mitigating risk.

> Taking stock: Equity market commentary

Access quarterly market views from the BlackRock Fundamental Equities team

Benefits of partnering with BlackRock

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Access to experts

Access to a team of global investment professionals, including local portfolio managers (PMs).1
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Deep levels of customization

BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.
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Risk-management

Proprietary tools designed to help you better understand risk and its implications to your portfolio.
  • Equity

    AI stocks, alternatives, and the new market playbook for 2026

    Dec 18, 2025|ByCarolyn Barnette

    In 2025, global stocks delivered strong returns despite periodic pullbacks, underscoring the value of staying invested in a diversified portfolio. Bonds once again acted as stabilizers, with Fed rate cuts boosting fixed income performance relative to cash. Looking ahead to 2026, many investors remain constructive on equities, while seeking balance through bonds, alternatives, and option-based strategies.

  • Equity

    Equity Market Outlook

    What’s in store for stocks in 2026? Our Q1 outlook explores the evolving opportunities in AI, and some quieter areas of the market worth investor attention.

  • Equity

    Cheery earnings, leery investors and an optimistic equity outlook

    Nov 26, 2025|ByCarrie KingBlackRock Fundamental Equities

    What do Q3 company earnings tell us about the U.S. equity market outlook? Carrie King sees opportunity in AI and beyond, and dispersion even within the Mag 7.

  • Equity

    Are we in a bubble? The AI boom in context

    Nov 11, 2025|ByCarolyn BarnetteMark Peterson

    While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.

  • Equity

    How a new era of active ETF innovation is empowering investors

    Oct 03, 2025|ByJay JacobsJorge del ValleSamara Cohen

    Learn more about what's driving the acceleration of active ETFs and the role they play in portfolios

  • Equity

    Meeting clients at the intersection: Infrastructure + AI

    Oct 03, 2025|ByBlackRock Fundamental Equities

    Infrastructure is at the center of the global economy and is being boosted by the AI buildout. Balfe Morrison sees great opportunity in the public space.