Market insights and portfolio ideas

Infrastructure is poised to become one of the fastest-growing segments within private markets. We outline the major structural forces driving this transformation, and all the various ways private investors can access the infrastructure opportunity.

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.

While diversity comes in many forms, this paper focuses on women’s representation in the workforce due to greater data availability, showing its linkages to corporate financial performance and how it can be leveraged to enhance investment decisions.

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.

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

BlackRock macro dashboard provides a peek at the evolution of growth expectations, inflation and financial conditions for key economies.

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.

Following the rapid growth seen in the infrastructure primary market over the last decade, secondaries are growing sub-segment within the infrastructure asset class, expected to reach new heights in the coming years.

Over the past 30 years, exchange traded funds (ETFs) have emerged as a new financial instrument offering institutional managers a versatile and efficient way to navigate an increasingly complex and challenging investment landscape.

In this interview Dharma Laloobhai, Co-Head of International Index Equity Investments (EMEA & APAC) shares her career journey both before and at BlackRock and how her robust foundations continue to help shape her approach to fund management.

Against a backdrop of volatility and regulatory change, we’ve witnessed a shift within the offshore component of portfolios away from global equity allocations towards multi-asset strategies.

Interview with Justin Wheeler, Director and Head of iShares ETFs for UK Pensions, Insurers & Consultants, BlackRock on adapting to Market Volatility with ETFs and Indexing.