Market Opportunities For Client Portfolios

Explore BlackRock solutions carefully selected to capitalize on today's investment landscape and navigate potential market volatility.

Consider shifting your attention towards asset classes that have historically fared well following previous easing cycles. Cash lands itself at the tail end of the pack.

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Morningstar as of 9/30/2024. Growth stocks represented by the Russell 1000 Growth TR Index, core bonds by the Bloomberg U.S. Agg Bond Index, large-caps by the S&P 500 Index, cash by the IA SBBI U.S. 30-Day TBill TR USD Index. Past performance does not guarantee or indicate future results. Index performance is for illustrative purposes only. You cannot invest directly in the index.

Top ideas to get clients reinvested

Find products uniquely positioned to help clients meet their investment needs today.

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Not sure where to start? Let BlackRock’s top managers help you navigate the market or explore some of the latest trades from our Model Portfolio team.

High conviction exposures

DYNF leverages factors like firm health, stock value, company size, volatility, and trends that could be pivotal for 2024's equity outperformance. It's a strategic choice for diversified, timely investments.

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You no longer need to sacrifice quality to generate yield. Income today can be sourced from a diversified set of high-quality instruments, unlike the past decade when you could only get 5% yield in a few, lower-quality areas of the market

Step out of cash

Core bonds

“Plus” income

Private credit*

Practice solutions that hold bonds until maturity to potentially lock in yields

Bond Separately Managed Accounts (SMAs)

Bond SMAs offer permanence & definition through individual security ownership

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iShares® iBonds® ETFs

A basket of bonds that mature in the same year – they are designed to diversify like a fund, trade like a stock and mature like a bond.

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A new regime calls for new diversification strategies. With high stock-bond correlations and interest rate volatility challenging the traditional 60/40 portfolio, consider innovative diversifiers like alternatives, BuyWrite ETFs, and buffer ETFs. These can help mitigate downside risk and keep clients aligned with their long-term investment goals.

The stock market's strong start to 2024, led by the Magnificent 7 tech giants, is now supported by broader earnings growth, with S&P 500 non-tech firms in the positive for the first time since 2022. As the Fed continues its cutting cycle, it may be a good time to diversify investments with large, high-quality stocks.

Portfolio construction ideas

Optimize your bond portfolio

Learn how to access high quality income, where BlackRock sees the greatest return potential and how to tap into differentiated sources of return.

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Strategic asset allocation guidance

Have more confidence in the decisions you make when building portfolios – consider leaning on insights from our Morningstar gold medal rated model portfolio team.

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Invest for after-tax returns

BlackRock’s Tax Evaluator monitors capital gain estimates and identify tax loss harvesting opportunities on your behalf.

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Tools to build and evaluate portfolios and funds

Build, blend and analyze client portfolios

Use 360° Evaluator to analyze portfolios across attributes like exposure breakdowns, expenses, and risk factors. Plus, share customizable reports with clients.

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Stress test a portfolio against 30+ market shocks

Connect the "what-ifs" to the "what nows" in three steps: 1) upload a portfolio 2) select asset classes & market scenarios clients are interested in and 3) run the analysis.

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Welcome to the BlackRock site for advisors

Black Diamond, Orion, Schwab

Today’s market opportunities for client portfolios

Position portfolios for a falling rate environment

Top ideas to get clients reinvested

BlackRock’s highest conviction ideas

Outsource to BlackRock’s top managers

BSIIX

MAEGX

BINC

BELT

BALI

BLCV

High conviction exposures

iShares U.S. Equity Factor Rotation Active ETF (DYNF)

Ideas to help generate income

Practice solutions that hold bonds until maturity to potentially lock in yields

Manage volatility and keep clients invested

BDMIX

PBAIX

TLTW

BALI

MAXJ

SMAX

Broadening earnings may hint at continued stock growth

QUAL

IQLT

BGSIX

MAEGX

Portfolio construction ideas

Tools to build and evaluate portfolios and funds

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