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Market Outlook

Weekly market commentary

Mar 27, 2023 | By BlackRock Investment Institute

Central banks confront the growth-inflation trade-off, with the Fed seeing recession but no rate cuts. Learn why we agree – and prefer inflation-linked bonds.
Market Insights

Trade-off facing central banks now clear and immediate

Mar 17, 2023 | By BlackRock Investment Institute

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.
BlackRock Investment Institute

Reversals, but recession without rescue

Jan 16, 2023 | By BlackRock Investment Institute

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.
BlackRock Investment Institute

A new investment playbook

Nov 30, 2022 | By BlackRock Investment Institute

The new regime of greater economic and market volatility is playing out – and not going away. Read why a new playbook is needed in our 2023 investment outlook.
Sustainability

Positioning for the net-zero transition

Jun 29, 2022 | By BlackRock Investment Institute

The transition towards a decarbonized economy is underway. Read our take on how clients can position their portfolios now for that economic transformation.
Sustainability

Managing the net-zero transition

Feb 3, 2022 | By BlackRock Investment Institute

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.
BlackRock Investment Institute

How to finance the net-zero transition in emerging markets

Oct 13, 2021 | By BlackRock Investment Institute

Countries have a stake in avoiding mounting climate risk, but emerging markets will play a key role in the net-zero transition. Read our Global insights.

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Latest insights

Weekly market commentary

Trade-off facing central banks now clear and immediate

Reversals, but recession without rescue

A new investment playbook

Positioning for the net-zero transition

Managing the net-zero transition

How to finance the net-zero transition in emerging markets