Three 2023 investment lessons we carry i...

The Middle East conflict is exposing longer-term energy constraints as buffers that absorbed the initial shock weaken. Ehsan Khoman, Economist at the BlackRock Investment Institute, explains why selectivity is key in this environment.General disclosure: This material is intended ... Show More

Higher bond yields are creating new investment opportunities, but France’s bond selloff shows why the drivers of those yields matter. Beata Harasim, Senior Investment Strategist at BlackRock Investment Institute, explains why selectivity is key and where we see opportunities acro ... Show More

Higher yields and potentially excessive Fed tightening expectations create room to unwind our U.S. Treasury underweight, a mainstay for most of the last six years. Wei Li, Global Chief Investment Strategist at BlackRock, explains why we upgrade Treasuries, favoring short-term bon ... Show More

<p>Introducing Market take from the BlackRock Investment Institute. Market take is a quick, weekly, digest on what's driving markets, providing investing insights and analysis across asset classes, investment strategies and borders. You'll be able to hear Market take episodes rig ... Show More

<p>We refresh our strategic views. We up developed market (DM) sovereign bonds to neutral yet stay underweight long-term bonds. We trim DM stocks to neutral. Vivek Paul, Global Head of Portfolio Research shares our Market take.</p><p>This material is intended for information purp ... Show More

<p>As inflation remains high in many developed markets, emerging market central banks were quicker to hike interest rates coming out of the pandemic that helped to steady their economies. What opportunities and risks could we see from emerging markets as the rest of the year play ... Show More

<p>Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ... Show More

<p>In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors?&nbsp;Wei Li, ... Show More

<p>The coronavirus is spreading to more and more countries, opening up a new global dimension to this epidemic and gripping markets with volatility and uncertainty.&nbsp;As a result, our BlackRock Investment Institute has downgraded our global growth outlook.&nbsp;</p><p>On this ... Show More

<p>Innovation in the investment industry is a hot topic thanks to the rise of things like AI, shifting investor demand, and volatile markets that are requiring more agility from investors. Today we'll be exploring the innovations driving both the ETF Market and Index investing mo ... Show More

<p>As the election results have been called, we bring you a special episode of The Bid where Catherine Kress, head of Geopolitical Research and Strategy at BlackRock joins Oscar to discuss what is next for markets and how investors can position themselves for success during a vol ... Show More

<p>In 2023, global equity markets experienced a notable surge, driven by resilient economic growth and increased investor confidence, setting an optimistic tone for the forthcoming year. In particular,&nbsp;U.S. equity performance surprised investors, but with higher rates and in ... Show More