Market insights

Q1 earnings largely surprised to the upside but received little reward from the market. Active equity investor Carrie King offers three observations.

Rick Rieder and team argue that a series of small, but more probable, wins in fixed income can pave the way for portfolios to outperform benchmarks in 2023.

Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of Global Allocation discusses the outlook for gold going forward.

As long-term investors face continued macroeconomic uncertainty, our experts discuss how systematic investing may help navigate a challenging new regime.

We prefer private to public credit long term. It’s the mirror image in equity: We prefer public stocks. Read why.

The view by many is that ESG investing is concessionary. Our history shows that isn’t true and that unique ESG data can be predictors of company results.

Factor investing has seen increased popularity in the US. Investors may also want to consider increasing their opportunity set by considering factors abroad.

Pay attention to the bond diversification, resiliency quality stocks may offer, and current allocation to cash within portfolios in the wake of Fed action.

Higher policy rates have increased the cost of capital for corporations and other issuers of debt. Learn what this means for income portfolios.

Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of Global Allocation discusses whether bonds can continue serving as an equity hedge.

The wage and wealth gap for women is well known, and the retirement savings gap is just as pronounced, especially since it spans across racial and income lines. Understanding the factors that perpetuate this gap could help lead to solutions.

The market and the Fed remain focused on inflation. We look at Core Services ex-Shelter prices to assess its stickiness. Learn more about services inflation today.

Interest rate volatility has driven municipal closed-end fund discounts wider, potentially providing an attractive entry point for patient investors. Read more.

Quality investing is not always exciting – but increased volatility and uncertainty in markets makes a compelling case for adding quality today.

Russ Koesterich, Managing Director and Portfolio Manager of Global Allocation discusses the case for targeting more resilient parts of the market going forward.

A report from BlackRock’s Long-Term Capitalism research initiative unearths new insights and demonstrates the impact that key investments in education and social support for women can have on economic output.

BlackRock’s equity market experts reveal what is driving their Q2 2023 outlook and stock market forecasts amid increased macroeconomic and market uncertainty.

Macroeconomic factors have been driving markets, but Fundamental Equities CIO Tony DeSpirito is readying for stock specifics to reassert their importance.

In a recent interview on BlackRock’s The Bid podcast, Anne Ackerley, Head of BlackRock’s Retirement Group, talked about women, saving and how the retirement industry can better serve future generations.

Market update from BlackRock's municipal bond team.

Rick Rieder and team argue that a major shift in market perception of growth, inflation and policy trajectories means investors should consider calling a “time-out” to reassess portfolios.

Recent banking turmoil has markets pricing in sharp policy rate cuts. But we don’t think cuts will happen this year. Learn more in our Q2 outlook update.

While there is room for rates to move higher, we think the front end of the yield curve offers an attractive asymmetry and opportunity to capture yield.

Gains in mega-cap tech may seem odd, but Russ Koesterich, Managing Director and Portfolio Manager of Global Allocation explains why investors are favoring them.

Our fixed income market outlook explores financial instability risks, the outlook for inflation, and what it all means for bond returns and your portfolio.

An early-year rally lost steam, but Equity CIO Tony DeSpirito takes the long view on stocks and offers 3 ideas for amping up quality amid uncertainty.

Will central banks choose to divert monetary policy from fighting inflation to protecting the banking sector? We don’t think so – and that’s very different from any other financial stress episode in the past 40 years.

Yields are back, but the need for additional diversification remains. Learn how alternative investments can help diversify portfolios in 2023.

Are technology stocks set for more pain or renewed gains in 2023? BlackRock Fundamental Equities investor Reid Menge weighs in with 3 investment themes.

What’s driving higher wage growth, and will it remain? Tom Becker and Fiona Sloof examine industry-level data and explain what it means for portfolios.

China’s reopening and regulatory pivot marks a shift to a pro-growth policy era. What is the economic growth outlook for China beyond the reopening?

Russ Koesterich, CFA, JD, Managing Director and Portfolio Manager of the Global Allocation team discusses how to navigate the growth versus value swings.

The recent stock market rally came even as company earnings offered little to cheer. Stock investor Carrie King reflects on the murky Q4 earnings season.

Investor enthusiasm may have returned, but Russ Koesterich, Managing Director and Portfolio Manager of Global Allocation emphasizes a more prudent approach.

Factor investing has evolved significantly over the 20th and 20th centuries. In this Angle, Andrew Ang investigates some of the key long and short-term trends.

While change often comes with uncertainty, BlackRock sees four key trends in the year ahead that may shape the retirement industry. Learn more.

The greatest technological innovation since the smartphone is here, says active equity investor Reid Menge. He discusses the opportunity in generative AI.

Rick Rieder and team argue that the U.S. economy continues to display polyurethane-like flexibility and resilience, despite extraordinary shocks. Investors need the same qualities.

Recent optimism around a soft landing may be premature. Learn about how we view current market pricing of risks amidst today’s income opportunity set.

It’s been a rough road for tech stocks, but Reid Menge is optimistic for the long haul: Innovation is thriving, allowing investment in the future now.

Russ Koesterich, CFA, JD, Managing Director and portfolio manager of the Global Allocation team describes three tailwinds benefiting European equities.

Good years often occur after bad ones, right? It’s more complicated, Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation team says.

Peaking economic indicators suggest that we are entering a phase of slowing momentum and a more moderate Fed, setting up 2023 to be a strong year for fixed income.

Higher bond yields create opportunities to generate more income with less risk in the new year.

The calendar has turned from 2022 to 2023, but familiar questions linger for equity investors. Stock picker and Equity CIO Tony DeSpirito offers insight.

BlackRock’s Fundamental Fixed Income Investment Group focuses on alpha generation and risk management, providing active solutions that meet investor needs.

Some of the forces weighing on markets last year are now reversing. But we don’t think that means recession can be avoided in the U.S. and Europe.

The Eurozone economy has proven quite resilient despite several factors that have threatened its growth in 2022. Learn why we favor European stocks over the US.

As new biomedicine funding and approval grows more complex, so have risks to investors. In this Bid, Dr. Andrew Lo shares new ideas on how to accelerate change.

Retirement income solutions need to be part of a culture shift that overcomes participant bias in order to succeed. Here's how.