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BlackRock Investment Institute (BII)

Weekly market commentary

Mar 9, 2026 | BlackRock Investment Institute

The Middle East conflict is causing energy supply disruptions that are lifting bond yields and upending their traditional safe-haven role. We stay underweight long-term Treasuries and favor U.S. stocks as inflation risk rises.
No Topic

Bold policy action

Governments and central banks have put in place historic policy actions. Read why we see more fiscal stimulus to come and believe policy execution is key.
Equities

Equity Market Outlook

Dec 16, 2025 | Carrie King | Jeff Shen | Raffaele 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.
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Key debates

Follow our recent discussions on key structural trends that our investment professionals believe will drive market outcomes in the year ahead.
Geopolitics

U.S.-Venezuela: limited risk to global markets

Jan 5, 2026 | BlackRock Investment Institute

U.S. action in Venezuela underscores deeper geopolitical fragmentation but limited spillovers to global markets. We remain risk-on, overweight U.S. equities and EM hard-currency bonds.
Equities

An equity investor’s guide to 2026

Feb 4, 2026 | BlackRock Fundamental Equities

What’s in store for stocks as the calendar flips to ’26? Equity CIO Carrie King discusses AI, earnings, volatility and regions and sectors worth exploring.
BlackRock Investment Institute (BII)

Pushing limits

Dec 2, 2025 | BlackRock 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.
Alternatives

Three market surprises of 2023 & what we’re watching entering 2024

Jan 4, 2024 | Tom Becker

We reflect on three macro developments that defied market expectations and share some of the questions that are top of mind as we turn our attention to 2024.
Market Insights

Equity investing podcast episodes

May 29, 2025 | BlackRock

Following continued market turmoil and volatility, The Bid dives into how investors should be thinking about equity markets. Listen now.
Alternatives

Guns and Butter 2.0

Mar 8, 2023 | Tom Becker

Forecasts for global growth appear to underestimate the amount of fiscal stimulus set to flow into the economy in 2023. Our experts share how we are positioned.

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