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Macro insights

Stay ahead of markets with the latest insights from thought-leaders across BlackRock, including the BlackRock Investment Institute.

BII Outlook and Investment Directions

The world could be undergoing a transformation akin to past technological revolutions. But the speed, size and impact of that investment is highly uncertain. We think leaning into the transformation and adapting as the outlook changes will be key.
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Global Weekly Commentary

Stay ahead of markets with the weekly insights from the BlackRock Investment Institute.
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Quarterly Stock Market Monitor

Gain a deeper understanding of the stock market with BlackRock Fundamental Equity's quarterly insights.
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Sizing bitcoin in portfolios

Since its inception in 2009, bitcoin has boomed and helped spur the launch of a wide variety of cryptocurrencies. Over its short history, bitcoin has seen both major surges and selloffs. This volatility, plus bitcoin’s unique characteristics, raises the question of what role it should play in portfolios.
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Asia insights
April 2024 | Read time: 4 min

If the Bank of Japan will change course, what might implications be for fixed income investors?

Decoding demographic divergence
March 2024 | Read time: 5 min

How countries navigate shifting demographics is key to future growth, inflation and government debt levels. We explore the investment opportunities and risks presented by diverging trends – and diverging responses.