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BlackRock Investment Institute (BII)

Weekly market commentary

May 5, 2025 | BlackRock Investment Institute

We expect a U.S. contraction this year given supply disruptions from tariffs. Learn why the artificial intelligence theme keeps us overweight U.S. stocks.
BlackRock Investment Institute (BII)

Accelerating the transformation

Apr 29, 2025 | BlackRock Investment Institute

U.S. trade policy shifts are accelerating the global economic transformation already underway. Learn how we navigate the investment landscape in our Q2 update.
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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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Stretching the cycle

The record-long U.S. economic expansion is supported by healthy household spending and looks unlikely to morph into a deeper downturn any time soon.
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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.
Alternatives

A different reopening playbook for China

May 23, 2023 | Tom Becker

Expectations for a robust China reopening after the removal of COVID restrictions appear set to disappoint. We explore implications for global investors.
BlackRock Investment Institute

Davos brief

Jan 17, 2020 | BlackRock Investment Institute

Ahead of Davos, take a look at a sample of our global insights on the economic and financial outlook, geopolitics, sustainability and other key trends.
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

Davos brief

Jan 25, 2021 | BlackRock Investment Institute

The virus shock has transformed the global investment landscape, accelerating deep structural trends. Ahead of Davos, read our latest macro and market insights.
Alternatives

Guns and Butter 2.0

Mar 8, 2023 | BlackRock | 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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