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  • Unmasked potential for munis in 2021
    Portfolio construction

    Unmasked potential for munis in 2021

    Jan 15, 2021 | By BlackRock
    2021 market outlook from BlackRock's municipal bond team.
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  • A bipolar U.S.-China world order
    BlackRock Investment Institute

    A bipolar U.S.-China world order

    Jan 11, 2021 | By BlackRock Investment Institute
    What are the investing implications of a bipolar U.S.-China world order? Read details in our weekly commentary.
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  • Cyclical tech can continue to lead
    Investing

    Cyclical tech can continue to lead

    Jan 4, 2021 | By Russ Koesterich, CFA, JD
    BlackRock Global Allocation Fund portfolio manager Russ Koesterich discusses opportunities within Tech, though the sector has recently underperformed.
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  • Two Quiet Clues To 2021 Market Direction
    Investing

    Two Quiet Clues To 2021 Market Direction

    Jan 4, 2021 | By Rick Rieder
    Rick Rieder and team highlight two recent publications that might prove instructive for portfolios in 2021.
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  • 2020 holiday reading list
    BlackRock Investment Institute

    2020 holiday reading list

    Dec 21, 2020 | By Jean Boivin
    Members of BlackRock Investment Institute recommend their favorite books of 2020.
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  • Investing in a Frictionless World
    Investing

    Investing in a Frictionless World

    Dec 21, 2020 | By BlackRock
    Rick Rieder and team describe how revolutionary changes taking place in corporate business models will impact investing for years.
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  • The new era of inflation
    Portfolio construction

    The new era of inflation

    Dec 17, 2020 | By BlackRock
    Our views on inflation in the midst of one of the greatest commercial revolutions in history.
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  • Why – and where - consumers keep spending
    Investing

    Why – and where - consumers keep spending

    Dec 17, 2020 | By Russ Koesterich, CFA, JD
    Global Allocation Fund portfolio manager Russ Koesterich explains that consumers remain strong, though their focus keeps shifting.
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  • Taking stock: Q1 2021 equity market outlook
    Equities

    Taking stock: Q1 2021 equity market outlook

    Dec 17, 2020 | By Tony DeSpirito
    Cash on the sidelines, pent-up demand and a vaccine in flight. Could it be the makings of a bullish 2021? Get our latest outlook for U.S. stocks.
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  • Risk assets celebrate a holiday from uncertainty
    Portfolio construction

    Risk assets celebrate a holiday from uncertainty

    Dec 17, 2020 | By BlackRock
    How the BlackRock Total Return Fund is positioned for today’s bond markets.
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  • The driving force behind high quality cyclicals
    Portfolio construction

    The driving force behind high quality cyclicals

    Dec 15, 2020 | By Russ Koesterich, CFA, JD
    The dynamics in this stage of the economy’s rebound look favorable for industries that are levered to the recovery but also offer stable business models and earnings consistency.
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  • Strategize for the year ahead
    Fixed Income

    Strategize for the year ahead

    Dec 10, 2020 | By Michael Fredericks
    With much of the easy money already made, there’s no better time to think outside the box.
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  • Taking stock: 11 themes to consider as we look toward 2021
    Investing

    Taking stock: 11 themes to consider as we look toward 2021

    Dec 10, 2020 | By BlackRock
    Rick Rieder and team highlight 11 themes investors can draw on to successfully guide portfolios into 2021.
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  • A new investment order
    BlackRock Investment Institute

    A new investment order

    We have entered a new investment order. We believe this calls for a fundamental rethink of portfolio allocations – starting now.
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  • Why the outlook for healthcare stocks just got brighter
    Investing

    Why the outlook for healthcare stocks just got brighter

    Dec 7, 2020 | By Erin Xie
    Innovation in the face of COVID-19 and clarity around the U.S. election shine new light on healthcare stocks. A leading health science investor weighs in.
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  • Black Friday discounts in the closed-end fund market
    Sustainability

    Black Friday discounts in the closed-end fund market

    Nov 25, 2020 | By BlackRock
    The closed-end fund market was marred by volatility in 2020, leading to the potential for tax loss selling in Q4 – this may provide opportunities to buy select high yielding sectors at attractive discounts.
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  • Sticking with high quality cyclicals
    Investing

    Sticking with high quality cyclicals

    Nov 23, 2020 | By Russ Koesterich, CFA, JD
    Global Allocation Fund portfolio manager Russ Koesterich breaks down the recent market swings and explains why he favors high quality cyclicals.
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  • The outlook for growth stocks
    Investing

    The outlook for growth stocks

    Nov 17, 2020 | By BlackRock
    Growth stocks have led the market this year, but some question whether the strength can endure. Two growth pros suggest it can in this stock market minute.
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  • Investing without a parachute
    Portfolio construction

    Investing without a parachute

    Nov 1, 2020 | By Jeffrey Rosenberg
    BlackRock bond experts reveal the top themes driving our fixed income outlook. Learn the latest key risks and opportunities in today’s bond market.
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  • A stock picker’s guide to growth
    Equities

    A stock picker’s guide to growth

    Oct 30, 2020 | By BlackRock
    The pandemic has accelerated trends that were already propelling many growth companies forward. Can they continue to deliver? Two stock pickers weigh in.
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  • New technologies changing asset management
    Equities

    New technologies changing asset management

    Oct 27, 2020 | By BlackRock
    Technology is transforming the way we work. Asset managers are no exception as they seek better investment outcomes for clients. Discover how.
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  • 6 key questions about impact investing
    Investing

    6 key questions about impact investing

    Oct 26, 2020 | By Eric Rice
    What is impacting investing? How is it different from ESG? Equity investor Eric Rice answers these questions and more in this one-minute read.
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  • Growth vs. value: The case for the middle
    Investing

    Growth vs. value: The case for the middle

    Oct 22, 2020 | By Russ Koesterich, CFA, JD
    Global Allocation Fund portfolio manager Russ Koesterich discusses the appeal of the middle area when choosing between growth versus value stocks.
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  • Volatility, the vote and taking the long view
    Portfolio construction

    Volatility, the vote and taking the long view

    Oct 12, 2020 | By Tony DeSpirito
    The U.S. presidential election is adding to market angst. How much do politics matter in the long run? Tony DeSpirito answers in this one-minute read.
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  • Gold: less a hedge, more a rates play
    Investing

    Gold: less a hedge, more a rates play

    Oct 8, 2020 | By Russ Koesterich, CFA, JD
    As portfolio manager Russ Koesterich discusses, negative real interest rates help explain why gold is moving more in tandem with stocks these days.
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  • The case for impact investing in public equities
    Equities

    The case for impact investing in public equities

    Sep 30, 2020 | By BlackRock
    Impact investing in public equities can provide exposure to disruptive innovation and structural growth opportunities that are often overlooked. Learn more.
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  • 9 critical market facts explained/confounding myths dispelled
    Investing

    9 critical market facts explained/confounding myths dispelled

    Sep 30, 2020 | By BlackRock
    Rick Rieder and team highlight the critical facts that will drive the markets in the year ahead, as well as the myths that could mislead investors.
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  • Why International
    Investing

    Why International

    Sep 29, 2020 | By BlackRock
    discussing why investors should consider adding international exposures to their portfolios. i will email you the doc and charts in excel, i am not able to upload here due to size limit.
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  • Consumer rebound combines old and new
    Investing

    Consumer rebound combines old and new

    Sep 28, 2020 | By Russ Koesterich, CFA, JD
    Russ Koesterich, portfolio manager of the BlackRock Global Allocation Fund, explores what’s driving the continued strength of the U.S. consumer.
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  • The physics of economic and financial distress
    Investing

    The physics of economic and financial distress

    Sep 25, 2020 | By Rick Rieder
    Even as markets were rocked by uncertainty as the coronavirus lockdowns began, the seeds of stability were sown in the massive fiscal and monetary policy response.
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  • Navigating an uneven road to recovery
    Investing

    Navigating an uneven road to recovery

    Sep 24, 2020 | By Jeff Shen
    As individual entities plot their emergence from coronavirus closures, the pace of recovery and prospective outcomes are looking increasingly diverse.
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  • Preparing for a higher inflation regime
    BlackRock Investment Institute

    Preparing for a higher inflation regime

    Sep 18, 2020 | By BlackRock Investment Institute
    The BlackRock Investment Institute sees higher inflation over the medium term, for three main reasons. This has important implications for long-term investors.
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  • The three tailwinds supporting tech
    Investing

    The three tailwinds supporting tech

    Sep 17, 2020 | By Russ Koesterich, CFA, JD
    Russ Koesterich, portfolio manager of the Global Allocation Fund, explains how history is not repeating itself with the recent sharp rise in tech stocks.
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  • New perspectives on macro investing
    Equities

    New perspectives on macro investing

    Sep 11, 2020 | By BlackRock
    In today’s fast-changing market, a proper understanding of the macroeconomic environment is essential to investing. Look inside BlackRock SAE’s approach.
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  • There’s good opportunity in fixed income spread assets today
    Investing

    There’s good opportunity in fixed income spread assets today

    Sep 11, 2020 | By Rick Rieder
    With profound uncertainties still present in the economy and markets, and dislocations in market segments, investors don’t need to resort to lower-quality assets.
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  • Cyclicals yes, junk no
    Portfolio construction

    Cyclicals yes, junk no

    Aug 27, 2020 | By Russ Koesterich, CFA, JD
    With cyclical stocks rebounding, portfolio manager Russ Koesterich emphasizes that being discerning is key. Read more.
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  • When income matters, dividends still pay
    Portfolio construction

    When income matters, dividends still pay

    Aug 25, 2020 | By Tony DeSpirito
    Bond yields are low, but investors’ need for income is high. In this one-minute read, Tony DeSpirito offers three reasons to look to equities for income.
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  • Revisiting the monetary policy endgame
    Investing

    Revisiting the monetary policy endgame

    Aug 25, 2020 | By BlackRock
    If a negative monetary policy endgame is to be avoided, it will likely be technological advances of a profound kind that get us there.
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  • Today’s portfolios “Can’t get no satisfaction” from yesterday’s instruments
    Portfolio construction

    Today’s portfolios “Can’t get no satisfaction” from yesterday’s instru...

    Aug 24, 2020 | By BlackRock
    Economic damage stemming from the coronavirus and subsequent lock-downs, responses put in place, monetary policy is being underestimated by markets.
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  • Building resilience: What it means for retirement savings
    Investing

    Building resilience: What it means for retirement savings

    Aug 24, 2020 | By Anne Ackerley
    Economic fallout threatens long-term financial security. What does it mean for retirement savings and steps can we take to build a more resilient system?
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  • How alternative data can lend clarity amid uncertainty
    Equities

    How alternative data can lend clarity amid uncertainty

    Aug 21, 2020 | By BlackRock
    Jeff Shen discusses how alternative data is making a difference today, where we require more than the usual sources of information to assess investments.
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  • Don’t miss the rise of the “value” phoenix
    Portfolio construction

    Don’t miss the rise of the “value” phoenix

    Aug 14, 2020 | By Russ Koesterich, CFA, JD
    Market Insights: Description of article and where it will live i.e. market insights of US retail site.
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  • This decade will demand a different portfolio
    Portfolio construction

    This decade will demand a different portfolio

    Aug 14, 2020 | By Russ Koesterich, CFA, JD
    Portfolio manager Russ Koesterich offers five strategies to prepare for potentially lower portfolio returns in coming years.
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  • Signals pointing to further near-term recovery
    Investing

    Signals pointing to further near-term recovery

    Aug 13, 2020 | By Jeff Shen
    The current moment feels like none before it, but our quantitative tools point toward a period of market recovery similar to others we’ve seen before.
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  • Will my income last a lifetime?
    Retirement

    Will my income last a lifetime?

    Aug 6, 2020 | By BlackRock
    Decumulation, or spending down one’s retirement assets, is far from a straightforward exercise. We explore some of the risks and introduce potential solutions for retirees.
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  • The Policy liquidity monopoly
    Investing

    The Policy liquidity monopoly

    Jul 31, 2020 | By BlackRock
    The COVID crisis can become an opportunity for the marriage of monetary and fiscal policy to be targeted toward creating the right liquidity equilibrium.
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  • Sustainable investing: active equities
    Equities

    Sustainable investing: active equities

    Jul 30, 2020 | By BlackRock
    Sustainable investing is going mainstream. The Systematic Active Equity team discusses the need to dig beyond headline numbers.
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  • The outlook for dividends in the U.S.
    Portfolio construction

    The outlook for dividends in the U.S.

    Jul 28, 2020 | By Tony DeSpirito
    With crisis and recession come dividend cuts, but has the worst passed in this cycle? Get this one-minute take from Tony DeSpirito.
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  • Troubled waters
    BlackRock Investment Institute

    Troubled waters

    Jul 21, 2020 | By BlackRock Investment Institute
    What would the world look like with less water? We explore the often overlooked risk of water stress and its financial implications on portfolios. Take a look.
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  • Dividends in danger?
    Investing

    Dividends in danger?

    Jul 1, 2020 | By Tony DeSpirito
    Will companies have to cut their dividends amid coronavirus-related losses? A lead equity income investor offers his view.
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