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BlackRock Investment Institute (BII)

Weekly market commentary

Jul 27, 2026 | BlackRock Investment Institute

U.S. earnings remain strong, but the key question is AI profit durability. We remain overweight the AI theme, but are increasingly selective as cheaper models reshape the competitive landscape.
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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.
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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.
Multi-Asset

The Macro Implications of Chipflation

Mar 31, 2026 | Simon Wan | Tom Becker

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

Scarcity vs. abundance

Jun 30, 2026 | BlackRock Investment Institute

Could AI accelerate innovation and lift economic growth, ushering the world into a new era of abundance? Or will scarcity in power, labor, capital and materials dominate? Our 2026 Midyear Global Outlook looks at the big calls investors can’t avoid — and how the possibility of multiple, very different economic outcomes demand a portfolio rethink.
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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3+1 Active Investor Series

May 6, 2026 | BlackRock

The 3+1 Active Investor Series features BlackRock’s top active investors to kickstart your week with timely insights from the voices shaping markets. Watch now.
Multi-Asset

A risky safe asset: The vulnerabilities of US Treasuries

May 13, 2025 | Simon Wan | Tom Becker

Portfolio manager Tom Becker shares views on US Treasuries in the aftermath of the “Liberation Day” tariff announcement.
No Topic

Boost your financial literacy and become a better investor

Whether you're starting out or you're a seasoned professional, our education articles are designed to help you on your journey to financial literacy.

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