BlackRock Insights

Our insights hub provides the latest BlackRock thought leadership to help advisors navigate financial markets and stay ahead of the curve.
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  • Inside the Market

    Advisor Outlook

    Jan 07, 2026|ByBlackRock

    Obtain exclusive resources from the Advisor Outlook team to help put markets in context, tying the best of BlackRock insights into actionable portfolio implications.

  • Multi-Asset

    2026 Income Outlook: If easy income is over, what’s next?

    Jan 07, 2026|ByJustin Christofel, CFALouis Arranz, CFA

    With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.

  • Model Portfolio

    Target Allocation Monthly: Unwrapping 2026 Market Forecasts

    Jan 07, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Portfolio

    Investment Directions

    Jan 06, 2026|ByGargi Pal ChaudhuriKristy Akullian, CFA

    Explore 2026’s new regime of improving growth, easing policy and AI-driven productivity, and how investors can adapt portfolios to shifting market dynamics.

  • Market Insights

    Weekly market commentary

    Jan 05, 2026|ByBlackRock Investment Institute

    We see three key lessons for 2026: immutable laws constrain extremes; mega forces trump the macro; and the financial system is evolving fast.

  • Market Insights

    The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

    Jan 02, 2026|ByRick Rieder

    Rick Rieder explains why 2026 favors investors over gamblers, as fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.

Inside the Market

BlackRock experts share their insights as markets change

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Portfolio manager views

  • Multi-Asset

    2026 Income Outlook: If easy income is over, what’s next?

    Jan 07, 2026|ByJustin Christofel, CFALouis Arranz, CFA

    With cash yields set to fall in 2026 amid persistent volatility, see how diversified, risk-aware income strategies help build durable retirement confidence.

  • Model Portfolio

    Target Allocation Monthly: Unwrapping 2026 Market Forecasts

    Jan 07, 2026|ByBrett WagerMichael Gates, CFA

    Get timely market outlooks, thought leadership and portfolio positioning insights from the BlackRock Target Allocation model portfolio team.

  • Market Insights

    The Odds Are Changing: 2026 Is a Market for Investors, Not Gamblers

    Jan 02, 2026|ByRick Rieder

    Rick Rieder explains why 2026 favors investors over gamblers, as fading inflation, softening labor and AI driven dispersion reshape income and equity opportunities.

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

  • Multi-Asset

    Bonds Starting to Offer More Diversification

    Dec 22, 2025|ByRuss Koesterich, CFA, JD

    In this article, Russ Koesterich discusses recent changes to stock/bond correlations and the impact that inflation, or a lack thereof, can have on this dynamic.

  • Equity

    Equity Market Outlook

    Dec 16, 2025|ByCarrie KingJeff ShenRaffaele Savi

    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.

Research & publications

  • Multi-Asset

    A global macro outlook for 2026: patience

    Jan 02, 2026|ByTom Becker

    Discover the 2026 macro outlook as balance sheet divergence, uneven profit growth, and widening country dispersion shape global investment opportunities.

  • Equity

    Equity Market Outlook

    Dec 16, 2025|ByCarrie KingJeff ShenRaffaele Savi

    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.

  • Market Insights

    Pushing limits

    Dec 02, 2025|ByBlackRock Investment Institute

    AI's growth is led by a few firms making massive investments, raising investor questions about whether AI revenues will match this scale of spending.

  • People & Money - The next wave of U.S. ETF investors

    Nov 11, 2025|ByBlackRock

    Our People & Money analysis aims to amplify the voice of the individual investor — offering insights into their behaviors, motivations, and attitudes toward investing.

  • Hedge Fund Outlook

    Oct 27, 2025|ByBlackRock

    As markets shift and diversifiers weaken, our Hedge Fund Outlook highlights why we believe investors are enhancing adaptability and scale to seize alpha in today’s opportunity-rich landscape.

  • Fixed Income

    Fixed Income Outlook

    Oct 23, 2025|ByJeffrey Rosenberg, CFAMichael Gates, CFAPatrick HaskellRick RiederTom Parker

    Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.