Our Latest Market Insights and Commentaries | BlackRock

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INSIGHTS

Global Weekly Commentary

The BlackRock Investment Institute’s views on latest market moves, key investment trends and what to watch out for the week ahead.

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BII Macro Take

Trade-off facing central banks now clear and immediate

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Equities

The Case For Active Equity Investing – A Fund Manager’s Perspective

What makes a successful stock picker? Alister Hibbert, portfolio manager at BlackRock Fundamental Equities, talks about his methods, where he sees the best opportunities, and what keeps him excited about the job.
Investment Trends

Investment trends shaping end-2024 and beyond

Our experts highlighted three key investment trends to watch. Learn what’s shaping the next wave of investing.
Systematic Investing

How AI is transforming investing

29-Aug-2024

As the reach of Artificial Intelligence (AI) extends across industries and society, learn how these technologies can be used for investing.
Three Common Asian Credit Investing Myths, Debunked

Asian credit has performed strongly this year, but many investors have been too cautious to re-enter the market. In this article, we debunk three common myths that may be holding them back.
Systematic Investing

Using AI to tap into income

In this article, we break down how artificial intelligence (AI) is uncovering unique income opportunities from all corners of the world.
Thematics

Can AI and technology stocks keep on keeping on? An expert take

Technology stocks have largely powered ahead this year. Active equity investors Tony Kim and Reid Menge see good reason for the momentum to continue.
Equities

Looking in the wrong places for returns: Four common mistakes

Many investors agree that buying what we believe in, selecting those we expect to win, and holding on over time are key ingredients for success in stocks. Yet we still give in to short-term urges. How can we take control?
Fixed Income

Fundamentally Fixed Income

Rick Rieder and Navin Saigal sift through politics, geopolitics and policy to identify the generational evolutions likely to shape the investment landscape for both Asian and Global investors in 2024 and beyond.
Fixed Income

The Fixed Income Opportunity for 2024

Rick Rieder argues that fixed income asset returns can appear prospectively most attractive after a prolonged back up in rates, so we see compelling opportunity.
Equities

BlackRock’s Global Equity 2024 Outlook

Alister Hibbert, Head of BlackRock's Strategic Equity Team, discusses the outlook for global equity in 2024, opportunities in duration companies and compounding, and potential growth pockets.
Top 5 Questions for Income Investors in 2024

There is a record USD $5.9T of capital in money market funds today. We think this is the wrong approach for long-term investors. There continues to be more compelling opportunities for investors that can be accessed through diversified portfolios.
Time to shine: A compelling case for Japanese equities

After three decades in the shadows of more dynamic equity markets globally, Japan’s recent economic rebound has turned domestic companies into a longer-term, strategic allocation opportunity.
Thematics

NVIDIA CEO, tech visionary shares AI insights and outlook

BlackRock’s Tony Kim was joined by NVIDIA CEO Jensen Huang for an insightful conversation on accelerated computing and the future of AI.
Systematic Investing

Navigating a trilemma

21-Apr-2023

BlackRock’s equity market experts reveal what is driving their Q2 2023 outlook and stock market forecasts amid increased macroeconomic and market uncertainty.
Equities

Taking Stock: Q2 2023 Equity Market Outlook

An early-year rally lost steam, but Equity CIO Tony DeSpirito takes the long view on stocks and offers 3 ideas for amping up quality amid uncertainty.
Thematics

3 catalysts for technology stocks in 2023

Are technology stocks set for more pain or renewed gains in 2023? BlackRock Fundamental Equities investor Reid Menge weighs in with 3 investment themes.
Thematics

Nothing artificial about investment opportunity in generative AI

The greatest technological innovation since the smartphone is here, says active equity investor Reid Menge. He discusses the opportunity in generative AI.
Income

Yields are back, but could rise further

Recent optimism around a soft landing may be premature. Learn about how we view current market pricing of risks amidst today’s income opportunity set.
Systematic Investing

Where is the Recession?

As central banks continue the fight against inflation, BlackRock’s equity market experts reveal what is driving their Q1 2023 outlook and stock market forecasts.
BlackRock Investment Institute

Asia insights

The Bank of Japan has been the last developed market central bank holdout in the sharpest global monetary tightening cycles in decades.
BlackRock Investment Institute

Reversals, but recession without rescue

Some of the forces weighing on markets last year are now reversing. But we don’t think that means recession can be avoided in the U.S. and Europe.
Fixed Income

Zooming in on Fixed Income in 2023

29-Dec-2022 | By BlackRock

Rick Rieder and team argue that return volatility and a "mountain" of rate hikes in 2022 have created a long runway for positive fixed income returns in 2023 and beyond.
Thematics

Capturing robust growth opportunities in the technology sector

The new normalcy under COVID-19 has boosted our use of technology to new height in recent months.
Global Allocation

Why rising rates won’t derail stocks

Russ Koesterich, CFA, portfolio manager for BlackRock’s Global Allocation Fund, discusses how history suggests that higher interest rates can help, not hinder, stocks.
Thematics

Healthcare investment opportunities amid Covid-19

The pandemic has cast a spotlight on our healthcare systems, driving both public and private sectors to realize the importance of investing in healthcare.