Diversifying our portfolio diversifiers

For decades, Japanese investors looked overseas for income. Now, rising bond yields are giving them a much more viable alternative at home. Ben Powell, Chief Investment Strategist for the Middle East and APAC at the BlackRock Investment Institute, explains why that shift could ma ... Show More

The new economic regime we’ve long described has been on full display in 2026. As the summer ends, Natalie Gill, Senior Portfolio Strategist at the BlackRock Investment Institute, shares three lessons to take into the rest of the year. General disclosure: This material is intende ... Show More

Analysts are raising corporate earnings forecasts even as long-term government bond yields move higher. These aren’t contradictory signals. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why we think they’re telling the same story.General dis ... 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>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>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>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>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>The face of finance has evolved considerably of late. From changing financial architecture and payment applications through to regulatory developments and the impact of AI, all of which have major implications for banking’s business models.</p><p>Alex Brazier, Deputy Head of t ... 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

Global investors are rethinking diversification as APAC markets investing takes center stage. As monetary policies diverge and growth paths split across regions, Asia Pacific is emerging as a key source of resilience — and opportunity — in global portfolios.In this episode of The ... 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

Bloomberg Businessweek Editor Joel Weber and Bloomberg News Senior Markets Reporter Katie Greifeld discuss why Vanguard is closer than ever to ending BlackRock’s ETF reign. Olivier Becht, French Minister for Foreign Trade and Economic Attractiveness, discusses trade relations bet ... Show More