Commentary

The Queen’s Gambit Declined

The Queen’s Gambit miniseries helped propel Netflix to a winning earnings report last quarter, but in fact the chess strategy it is named after has helped propel chess players to winning games for decades.

Commentary

As Volatility Fades, Can Cyclicals Shine?

BlackRock Global Allocation Fund portfolio manager Russ Koesterich explains why he expects volatility to drop -- and cyclicals outperform.

Commentary

What Vaccine Progress Means for Stock Markets

New virus variants are stoking COVID-19 angst, but we see vaccination programs opening the door to economic and market recoveries.

Commentary

Risk Within Reason

Recent volatility and high valuations underscore the need to be selective, but risk premiums still justify a moderately pro-risk stance, in our view.

Commentary

What’s the Value of a Dollar?

Rick Rieder and team think that today’s potent policy cocktail holds important implications for the path of economic growth, markets and the value of a dollar.

Commentary

Using a Barbell to Strengthen Your Equity Portfolio

Cyclically oriented value stocks could make a comeback in 2021, yet there’s still a place for durable growers in a balanced equity portfolio.

Commentary

The Case for More Cash, Fewer Treasury Bonds

In this piece, BlackRock Global Allocation Fund portfolio manager Russ Koesterich discusses the implications of a rise in stock-bonds correlations.

Commentary

Some Worries May Be Inflated

Inflation will likely heat up in the coming months, but not to worrying levels.

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Open the Door to Optimism for 2021

Even after the remarkable market performance of 2020, we still see potential for continued growth in 2021.

Commentary

Diversified and Nimble

In times of higher volatility, a multi-asset strategy can offer more consistent income, diversification and upside potential relative to bonds.

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Unmasked Potential for Munis in 2021

2021 market outlook from BlackRock's municipal bond team.

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Investing in a Frictionless World

Rick Rieder and team describe how revolutionary changes taking place in corporate business models will impact investing for years.

Commentary

2020 Holiday Reading List

Members of BlackRock Investment Institute recommend their favorite books of 2020.

Commentary

Why – and Where - Consumers Keep Spending

Global Allocation Fund portfolio manager Russ Koesterich explains that consumers remain strong, though their focus keeps shifting.

Commentary

Taking Stock: Q1 2021 Equity Market Outlook

Cash on the sidelines, pent-up demand and a vaccine in flight. Could it be the makings of a bullish 2021? Get our latest outlook for U.S. stocks.