Market insights and portfolio ideas

Earlier in the year, we wrote that a new investment playbook was needed to stay nimble in a new economic regime, where growth and inflation are likely to fluctuate. This is currently playing out in 2023, following recent tumult in the banking sector.

Are technology stocks set for more pain or renewed gains in 2023? Active stock picker Reid Menge identifies three themes that give him and optimism.

While 2022 was a dismal year for technology stock returns, it was a landmark year for breakthrough innovation in the industry.

A new year has brought renewed optimism in equity markets, so will this year be positive for stocks markets?

BlackRock Fundamental Equities aims to guide investors through the challenges and opportunities presented by the vast reallocation of capital toward sustainable assets, visit our page to find out more.

The “Great Moderation” is over, and we are entering a new regime of heightened economic and market volatility. Taking a diversified and flexible multi-asset approach can help investors navigate this kind of environment.

Millennials were more comfortable with the stock market this year, a May survey found. We explore the outlook for equities through a generational lens.

As the world turns its attention to football, we set out our starting 11 for your portfolio.

Hear how Thematics are an essential resource for investors in our Q&A with Omar Moufti, Thematics and Sectors Product Specialist.

Read more on our latest macro and asset allocation views.

We believe it’s possible to be positive on European equities without being positive on the region’s near-term economic prospects – and see three reasons to consider sticking with European stocks.

Rising correlation between equities and bonds demands new tools for diversification in multi-asset portfolios. Portfolio manager Conan McKenzie explains.