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.
Light bulb icon

Idea generation

Collaborative approach across the firm to identify attractive investment opportunities.
magnifying glass

Research and analysis

Data-driven analysis that helps inform investment decision-making.
tools icon

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

People icon

Access to experts

Access to a team of global investment professionals, including local portfolio managers (PMs).1
Block icon

Deep levels of customization

BlackRock PMs take a consultative approach to personalize portfolios around risk tolerance, tax sensitivity and values.
shield icon

Risk-management

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

  • Equity

    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

    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|ByMark 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.