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

    Equity Market Outlook

    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.

  • Equity

    How to seek powerful themes in client portfolios

    Mar 20, 2026|ByJay Jacobs

    Explore the role thematic investments can play in portfolios.

  • Equity

    An equity investor’s guide to 2026

    Feb 04, 2026|ByBlackRock Fundamental Equities

    What’s in store for stocks as the calendar flips to ’26? Equity CIO Carrie King discusses AI, earnings, volatility and regions and sectors worth exploring.

  • 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.

  • Inside the market

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

    Dec 18, 2025|ByKristy Akullian, CFA

    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

    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.