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The BlackRock Investment Institute shares our outlook for economic growth, inflation, financial conditions and geopolitics.

Stay ahead of the markets with insights from our strategists and portfolio managers across iShares and BlackRock.

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Emerging markets: financing the transition

30-Nov-2023 | By BlackRock Investment Institute

Emerging markets are pivotal to the global transition to a low-carbon economy. Reforms to plug the shortfall in investment could present both opportunities and risks for investors.
BII Outlook & Implementation Guide

Read the latest views from BII across asset classes, as we take stock of recent events and their potential implications for tactical and strategic allocations.
Weekly market commentary

Stay ahead of markets with the latest insights from the BlackRock Investment Institute.
BII interactive charts

Our interactive charts enable investors to go deep on markets, geopolitics and economics to zero in on the information they need.

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How machine learning is enhancing macro investing

While many dismiss macro as too sparse for AI, this research reveals how purpose-built machine learning is unlocking the potential for alpha where others see limits—turning local signals into global insights, and complexity into clarity.
Alternative data for systematic investing

The surge in alternative data has transformed systematic investing, but with abundance comes risk. The real edge lies in discerning signal from noise through disciplined analysis. Discover BlackRock's approach to onboarding alternative data sets.
Equity Market Outlook

By BlackRock

Explore our Q4 Equity Outlook for a deep dive into AI’s role as a growth engine and its impact on equity markets. Discover how our global teams are positioning for alpha in a dynamic environment.
Fixed Income Outlook

30-Jun-2025 | By BlackRock

Stay ahead with the quarterly fixed income outlook. Understand how interest rates, geopolitics, and changing policies are driving the bond market today.
Today's private credit opportunity

Private credit is expanding as firms stay private for longer, public markets shift, and bank lending evolves. Explore what this could mean for your client’s portfolios.
Helping you serve your clients

BlackRock South Africa is committed to helping you serve your clients, supporting you with insights and resources to help grow your practice. Explore our strategies for engaging tomorrow’s clients and growing your business for the future.
2025 Global Family Office Survey

BlackRock’s Global Family Office Survey captures insights from 175+ single family offices worldwide, averaging over $1.8bn in investible assets (June, 2025). Amid geopolitical and economic uncertainty, families are shifting focus.
Exposures for today’s markets

Explore our latest investment directions, where we highlight opportunities across asset classes and strategies for spring and summer 2025, connected by an overarching view on positioning portfolios for today’s markets.
Seizing the Generational Infrastructure Opportunity

GIP President and COO Raj Rao shares his view of the infrastructure investing landscape, and how BlackRock and GIP are transforming the opportunity set.
The Global Potential of Capital Markets

In this paper, we draw on our global experience to set out our view on how capital markets can fully realize their potential to both drive economic growth and ensure that more people are able to share in their prosperity generating power.
Global expertise, local impact

In this Q&A Khoabane Phoofolo, Head of BlackRock Africa, discusses how through the local office, the team is bringing the breadth of BlackRock to investors across the continent.
Investment Perspectives: A bigger role for active strategies

The new regime of greater macro and market volatility rewards an active approach. For those able to consistently pick skilled managers, we think active strategies could play a bigger role in portfolios today.

Emerging markets: financing the transition

BII Outlook & Implementation Guide

Weekly market commentary

BII interactive charts

How machine learning is enhancing macro investing

Alternative data for systematic investing

Equity Market Outlook

Fixed Income Outlook

Today's private credit opportunity

Helping you serve your clients

2025 Global Family Office Survey

Exposures for today’s markets

Seizing the Generational Infrastructure Opportunity

The Global Potential of Capital Markets

Global expertise, local impact

Investment Perspectives: A bigger role for active strategies

Explore more

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