Market insights

What to do in equity portfolios at the midyear point? Fundamental Equities CIO Tony DeSpirito assesses the backdrop and identifies three favored sectors.

It’s time to rebuild 60/40 portfolios with alternative sources of diversification and return. Learn how alternative investments create more resilient portfolios.

Russ Koesterich, CFA, Managing Director and Portfolio Manager, and member of the Global Allocation team discusses the criteria for growth stocks to bounce back.

A sharp sell-off to start the year has pushed municipal closed-end funds to discounts, potentially presenting an attractive entry point for investors seeking tax-exempt income.

Anna Hawley, Lead ESG Portfolio Manager for Systematic Active Equity, sheds light on recent market developments through a sustainable lens.

Market update from BlackRock's municipal bond team.

COVID-19 has dominated healthcare conversations for two years. Equity investor Erin Xie explores the broader landscape and opportunities post-pandemic.

Investors from BlackRock Fundamental Equities gathered to share thoughts on some of the investing topics on clients’ minds since the invasion of Ukraine.

Gold can be an effective hedge, depending on what you’re hedging against mentions, Russ Koesterich, Portfolio Manager of the Global Allocation team.

We have reduced our portfolio risk-taking amid a war, an energy shock, the Fed’s monetary policy pivot and China’s slowdown. Read our updated Global outlook.

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.

Rick Rieder and team describe the elements of a portfolio that can withstand the unique and complex 5 Category financial hurricane that is hitting markets today.

Over two generations, the length of retirement has nearly tripled. BlackRock expert Nick Nefouse examines the impact through a social and financial lens to help inform solutions and ways to afford it.

Investors that are concerned about inflation and rising interest rates should consider bank loan closed-end funds for income.

BlackRock’s market experts discuss a framework for sustainable investing designed to align with the future low-carbon economy.

Russ Koesterich, Managing Director and Portfolio Manager of the Global Allocation team, discusses the case for the cheaper segments of growth stocks.

Rieder- Making Sense of Uncertainty in Markets

Expect higher inflation to be the key market driver for some time. Russ Koesterich, Managing Director and Portfolio Manager explains how to prepare.

Inflation is likely to fall from peak levels but settle higher than recent memory. Tony DeSpirito looks at stock impacts across growth, value and sectors.

The West is weaning itself off Russian energy: a fresh supply shock in a world shaped by supply. What does it mean for the economy and net-zero? Read our view.

Investing overseas feels more complicated than ever. Active equity investor James Bristow offers his perspective with answers to 4 key questions.

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.

Russ Koesterich, CFA, Managing Director and Portfolio Manager for BlackRock’s Global Allocation Fund explains why and when bond hedging may work. Read more now.

This research seeks to inform the public debate on the local impacts of climate change in California identifying counties most exposed to each type of climate disaster.

The geopolitical crisis in Ukraine creates a stagflationary shock for global economies and fighting inflation just got more complex for global central banks.

Russ Koesterich, Managing Director and Portfolio Manager, suggests the recent sell-off could continue but still offers an opportunity for long-term investors.

When an iceberg comes into view, investors must be wary of the danger, but Rick Rieder and team argue that it’s also important to recall that calmer seas may lie beyond.

BlackRock’s market experts discuss stakeholder capitalism and sustainable investing insights for capturing long-term success.

BlackRock’s Nick Nefouse oversees lifecycle investing solutions across the world. Discover why he thinks retirement is entering a pivotal era along with his view on the top trends shaping retirement in 2022.

Portfolio Manager and Managing Director, Russ Koesterich examines why investors should look to the most boring and basic of equity hedges: cash.

Tech stocks have had a rough start to the year, but stock picker Reid Menge is undeterred: Innovation is thriving, allowing investment in the future now.

Market volatility need not derail your investment plan. Equity pro Tony DeSpirito offers 3 market insights along with 3 portfolio action items to consider.

Portfolio Manager and Managing Director, Russ Koesterich discusses the recent volatility and how the bull market foundation is still intact.

The question is no longer whether the net-zero transition will happen, but how - and what that means for countries and companies alike. Read our latest research.

Rick Rieder and team chart out the road ahead for markets in 2022, taking account of the roadblocks and detours we may face this year.

BlackRock’s market experts reveal why investing in energy transition is more complex than only investing in green companies.

Blackrock Managing Director and Portfolio Manager, Russ Koesterich suggests rather than timing swings between growth and value, aim for the middle.

Without the catalysts that shot stock indices upward in 2021, investors will need to be choosier in 2022. Tony DeSpirito looks in some less obvious places.

Markets got off to a rocky start in 2022. Portfolio manager Michael Fredericks considers what this might mean for investors seeking income as the year progresses.

For the first time in decades, investors need to focus on the impact of higher inflation. Russ Koesterich, CFA, JD, Portfolio Manager discusses how.

Rick Rieder and team identify 11 themes that could drive returns in 2022, as the greatest monetary experiment since the advent of fiat currency enters its next phase.

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.

BlackRock managing director and portfolio manager Russ Koesterich, CFA, JD discusses the recent volatility and how to hedge the risk it will continue.

Supply chain issues are contributing to higher prices and delayed deliver times. Two Fundamental Equities stock pickers offer four key investment insights.

Change brings investment opportunity ― and change is happening fast in the consumer space. Active investor Sophie Steel identifies three trends to watch.

Rick Rieder and team examine the parallels, or lack of them, between the economy, markets and policy of the 1970s and today.

BlackRock Portfolio Manager, Russ Koesterich, CFA, JD discusses his preference for the US dollar over a long Treasury hedge in the current markets.

What is impacting investing? How is it different from ESG? Equity investor Eric Rice answers these questions and more in this one-minute read.

Portfolio manager Michael Fredericks reflects on markets and investing to generate income while managing risk over the last decade.

As the “green” transition plays out, we take a nuanced approach to investing in energy, with opportunities and risks varying over different time horizons.