Three lessons from a tumultuous 2026

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

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

Investors hoping August will bring a summer lull may be disappointed. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains why a world shaped by supply is keeping pressure on long-term yields and creating opportunities to build durable income. Ge ... 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>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>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 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>Is the Fed caught between a rock and a hard place? It faces a stark choice between reducing inflation while maintaining economic growth, Blackrock Investment Institute’s Alex Brazier recently wrote a piece on our new blog series Macro Take and sits down with host Oscar Pulido ... 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>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><strong>The U.S. labor force has shrunk and not recovered since the start of the pandemic, and there are more jobs available than can be filled, so how is that affecting the economies current inflation woes? Jean Boivin, Head of the BlackRock Investment Institute joins host Os ... 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