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BlackRock Investment Institute (BII)

Weekly market commentary

Oct 26, 2026 | BlackRock Investment Institute

The global economy has weathered the Middle East energy shock, but thinning supply buffers are exposing new vulnerabilities. Selectivity is key.
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.
BlackRock Investment Institute (BII)

Scarcity vs. abundance

Sep 15, 2026 | BlackRock Investment Institute

Explore BlackRock Investment Institute’s Q4 2026 Investment Outlook on AI, higher yields, inflation and the investment opportunities shaping global markets.
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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.
Model Portfolios

An investor’s guide to the burgeoning space economy

Jul 29, 2026 | Tony Kim | Simon Wan, PhD | Tomas Hamudis | Yasmin Meissner, CFA

Explore the space economy investment opportunity as AI, defense, satellites and falling launch costs reshape global infrastructure and long-term growth.
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.
Multi-Asset

The Macro Implications of Chipflation

Mar 31, 2026 | Simon Wan, PhD | Tom Becker

AI-driven semiconductor price surges are reshaping inflation dynamics and lifting the competitiveness of developed Asian countries, with important portfolio implications.
BlackRock Investment Institute (BII)

Income restored – but stay flexible

Aug 26, 2026 | BlackRock Investment Institute

Higher yields have brought income back to the forefront of investing. Opportunities are abundant, but navigating a shifting risk landscape requires flexibility.
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.
Equities

Equity Market Outlook

Sep 24, 2026 | Carrie King | Jeff Shen | Raffaele Savi

What’s in store for Q4? Our outlook offers insight on investing in AI, balancing income and growth, and sourcing stock opportunities across the globe.

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