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

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.

This material is intended for information purp ...

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 ...

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 ...

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. As a result, our BlackRock Investment Institute has downgraded our global growth outlook. 

On this ...