Market insights

Stock market outlook: A recap and look ahead to what's next

Rick Rieder shares how to invest alongside major change in markets and the economy.

U.S. policy shifts are adding to the global transformation already underway. We track economic rules that will shape U.S. policy. Read the commentary.

Market update from BlackRock's municipal bond team.

Improve your income potential with a tactical, unconstrained strategy that sources opportunities across geographies and asset classes. BlackRock Multi-Asset Income Fund has a proven record for delivering attractive yield and total return with low vol...

In this article, Russ Koesterich discusses how recent market volatility has contributed to a sharp reversal in global equities.

The “Retirement Window” is the period between 55-70 when risks are heightened and pivotal decisions shape retirement outcomes.

Women face unique challenges when it comes to saving: the gender pay gap, and the career gap that can come with caregiving responsibilities.

Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

Discover how to manage your retirement income effectively, ensuring financial security and comfort by understanding decumulation strategies.

It’s time to rebuild 60/40 portfolios with alternatives to traditional asset classes. Learn how stock and bond alternatives can help build portfolio resilience.

Emergency savings solutions in retirement plans are on the horizon. See what the research teaches us and how 401(k) plans can benefit from lessons learned.

U.S. exceptionalism was apparent in the Q4 ’24 earnings season. Fundamental Equities CIO Carrie King identifies three areas where it may continue to shine.

In this article, Russ Koesterich discusses the risk of higher interest rates and the potential impact (both positive and negative) such a move could have on markets.

Equity option market pricing reveals increased focus on labor markets over inflation and rising idiosyncratic earnings risks for the S&P500. Learn more.

What's ahead for equity markets? BlackRock’s systematic equity experts reveal what is driving their outlook amid increased trade policy uncertainty.

Rick Rieder explores the evolving roles of stocks and bonds in 2025 and strategies for building future-ready portfolios.

Our fixed income market outlook explores the Fed pause, the potential for further yield curve steepening, and what it means for bond investors.

In this article, Russ Koesterich discusses why gold may continue to advance in 2025 despite a stronger dollar and elevated real rate environment.

Our latest report identifies the major trends shaping retirement and areas where we can convert challenges into opportunity given cracks in the system.

What’s in store for stocks as 2025 begins? Equity CIO Tony DeSpirito joined The Bid podcast to offer his view through the lens of an active stock picker.

How can individuals optimize retirement income – and the role policymakers have to play in advancing financial security? BlackRock worked with the Bipartisan Policy Center (BPC) to lift the veil.

Value stocks staged a comeback in the second half of 2024. Yet some may have missed the benefit due to underexposure. Equity CIO Tony DeSpirito explains.

According to estimates, there are more than 8 million women in the U.S. living past the female life expectancy of 79.3 years. But can they afford it?

Save for retirement from your first job to the finish line. Focus on your needs, tailor your strategy, and get financial guidance for your journey.

In this article, Russ Koesterich discusses why stocks could continue to advance in 2025 despite the potential for a higher interest rate environment.

Rick Rieder explores key investment themes for 2025, including compounding returns, economic resilience, income opportunities, and growth equity strategies.

On International Women’s Day, Gargi Pal Chaudhuri, Head of iShares Investment Strategy and Markets Coverage at BlackRock, and Anne Ackerley, BlackRock’s Senior Advisor on Retirement, sat down for a conversation about women and investing.

BlackRock modeling reveals that guaranteed lifetime income enhances savings for all workers, ensuring retirees don't outlive their funds.

Can U.S. stocks three-peat with another strong year in 2025? Fundamental Equities CIO Tony DeSpirito offers his answer and outlook for the months ahead.

In this article, Russ Koesterich discusses why cyclical leadership in equities could continue into 2025.

Investment themes are highly dynamic, shouldn’t your investment process be too? Explore a systematic framework for thematic investing.

In this article, Russ Koesterich discusses why the equity market rally following the U.S. presidential election could continue into year-end.

We explore the growing Transatlantic divide and delve into key policy differences shaping the economic landscape between the US and Europe.

Rick Rieder explains how the US economy is resilient, the government debt issue and how to invest in stocks and bonds in the months around the election.

In this article, Russ Koesterich discusses why he believes U.S. exceptionalism is a trend that is likely to continue.

Discover why annuity owners value lifetime income for financial security, peace of mind, and protection against market volatility and inflation.

The start of a Fed rate-cutting cycle has prompted new questions ― and possibilities ― for stock investors. Equity CIO Tony DeSpirito provides perspective.

As the first target date fund, LifePath has seen investors through the past 30 years. BlackRock continually evolves our TDF franchise.

In this article, Russ Koesterich discusses gold may continue to serve as a store of value in the current environment.

Rick Rieder and team outline an evolution of portfolio construction for the current environment.

“AI takeover” applies not only to the stock market but to Silicon Valley. Tony Kim recaps a road trip and meetings with companies at the center of it all.

In this article, Russ Koesterich discusses why the next bout of market volatility may last a bit longer than previous downturns and how to best position your portfolio against this backdrop.

In this article, Russ Koesterich discusses the recent market sell-off and why an emphasis on equities with consistent fundaments is justified.

We reflect on mid-2024 markets showing mixed economic signals across growth and inflation and highlight opportunities in stocks and bonds globally.

For equity investors, the healthcare sector offers a lot to like. It is also a diverse sector where stock selection can make a difference to outcomes.

Rick Rieder and team highlight an incredible fixed income opportunity set and explain how to navigate periods of elevated uncertainty.

The Q2 earnings season showed a picture of strength for U.S. stocks, yet markets stumbled. Carrie King says sentiment was at play and offers 3 reflections.

Learn how guaranteed retirement income can ease financial fears, improve mental health, and safeguard against financial exploitation for a secure retirement.

Technology stocks have largely powered ahead this year. Active equity investors Tony Kim and Reid Menge see good reason for the momentum to continue.