Market Insight

  • The Methadone Market

    Jeff Rosenberg | Topics: Fixed IncomeInvesting for Income 

    Jeffrey Rosenberg discusses the implications of the Bank of Japan's historic announcement, how investors are encouraged to front-run policy changes and why inflation may not appear for some time.

  • The Factors that Drive Success

    Dennis Stattman | Topics: Investing for Income 

    One highly diversified, rigorously tested fund has brought its investors strong results for more than two decades. Find out what three factors make the BlackRock Global Allocation Fund unique.

  • Cast A Wider Net For Income

    Michael Fredericks | Topics: Investing for Income 

    Investors are starved for income with interest rates at historic lows. BlackRock's Michael Fredericks offers ideas about sourcing additional income and smoothing volatility.

  • Munis "Spring Ahead"

    Peter Hayes & James Schwartz | Topics: Fixed IncomeEconomic OutlookInvesting for Income 

    March melancholy gave way to April optimism in the municipal market, as tax-season selling abated and supply/demand looked to resume a more favorable balance. Peter Hayes and James Schwartz discuss this and more in their monthly market update.

More
 

MAY 20

Can the Rally Continue?

Russ Koesterich | Topics: Fixed IncomeEconomic OutlookEquities 

Can the Rally Continue? In the latest Investment Directions, Russ Koesterich provides his take and explains his recent downgrade of France and upgrade of South Korea.

MAY 17

Confident About Investing, But Concerned About Retirement

Daily Stat | Topics: Investing for IncomeRetirement 

62%: Investors who are concerned about having enough income to live comfortably in retirement

MAY 15

New World Wisdom: Winning More by Losing Less

BlackRock | Topics: EquitiesEconomic OutlookInvesting for Income 

When it comes to investing, the fastest sprint doesn't necessarily make you a winner. Portfolio managers of the BlackRock Equity Dividend Fund discuss why they believe slow and steady wins the investing race - particularly during volatile times.

MAY 13

Dissecting the Rally: What Sectors Look Attractive?

Russ Koesterich | Topics: Economic OutlookEquities 

Stocks are up around 15% for the year, but this rally is quite unusual since defensive sectors have been leading the way. Looking ahead, BlackRock Chief Investment Strategist Russ Koesterich believes cyclical sectors look increasingly attractive.

MAY 13

High-Yield Bonds in a World of Low Rates

Peter Hayes | Topics: Economic OutlookFixed Income 

Over the past few years, high-yield bonds have been one of the best performing asset classes. But now that spreads have compressed and prices have gone way up, what should investors do? Peter Hayes, Head of the Municipal Bonds Group, shares his views.

MAY 13

States Saving for a Rainy Day

Chart of the Week | Topics: Fixed Income 

Balances in state rainy day funds have increased 50% since reaching a low in fiscal year 2010.

MAY 13

Seven Smart Retirement Moves

Just One Thing | Topics: Retirement 

Learn about the seven essential habits of highly confident retirees

MAY 9

The Methadone Market

Jeff Rosenberg | Topics: Fixed IncomeInvesting for Income 

Jeffrey Rosenberg discusses the implications of the Bank of Japan's historic announcement, how investors are encouraged to front-run policy changes and why inflation may not appear for some time.

MAY 8

Rethink the Cost of Cash

BlackRock | Topics: RetirementInvesting for Income 

Putting a significant portion of your portfolio into cash may seem like a good idea when times are uncertain and volatile. But there is a cost: Holding cash is a sure way to lose buying power in the long run.

MAY 8

Munis "Spring Ahead"

Peter Hayes & James Schwartz | Topics: Fixed IncomeEconomic OutlookInvesting for Income 

March melancholy gave way to April optimism in the municipal market, as tax-season selling abated and supply/demand looked to resume a more favorable balance. Peter Hayes and James Schwartz discuss this and more in their monthly market update.

MAY 6

Will Municipals’ Tax-Exempt Status Change?

Peter Hayes | Topics: Economic OutlookFixed Income 

A cap on municipals’ tax exemption remains in the budget proposal, but will this change actually go through? Peter Hayes, Head of the Municipal Bonds Group, weighs in with his views.

MAY 6

The New Diversification: Open Your Eyes to Alternatives

Christopher Geczy | Topics: AlternativesInvesting for Income 

Learn about a new approach to portfolio construction and how "alternative" investments can play a larger role for individual investors.

MAY 1

High Yield: Why You Still Need It

James Keenan | Topics: Investing for IncomeFixed IncomeEconomic Outlook 

After a solid four-year run, many investors are asking whether it’s time to lock in profits in high yield and move on. Jim Keenan, head of Leveraged Finance at BlackRock, explains why high yield stills deserve a central place in investor portfolios.

APR 30

A Core Bond Alternative Built to Adapt

Rick Rieder & Bob Miller | Topics: Fixed IncomeInvesting for Income 

BlackRock’s Rick Rieder and Bob Miller discuss why traditional fixed income approaches may not work in this new world of investing, and how an adaptable approach can help investors achieve their goals.

APR 30

Blessed with Long Life. Hit by Low Yields. Time to Make a Change.

Topics: Fixed IncomeRetirementEconomic Outlook 

Living longer is a blessing, but it’s an expensive one. More years in retirement means your money needs to last longer and stretch. The old ways of investing won’t get you to where you need to be. It’s time for a new strategy.

APR 29

Understanding Gold’s Value in a Portfolio

Russ Koesterich | Topics: Economic Outlook 

Gold is a difficult commodity to value, and many investors are asking if now is the time to buy or sell the precious metal. Russ Koesterich, Chief Investment Strategist, shares his views in this week’s BlackRock Answers video.

APR 24

Stock Markets Too Volatile? Get the Long and Short of It

BlackRock | Topics: EquitiesAlternatives 

Stock market volatility since the global credit crisis has scared many investors away, leaving some struggling to generate growth and returns. But we believe there is a way to be invested in stocks that can help mitigate volatility.

APR 22

Positioning Your Portfolio for a Fed Exit

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

When will the Fed begin to pull back on its quantitative easing program? Jeff Rosenberg, reveals his thoughts on a timeline and discusses how investors should position their portfolios for a potential Fed exit.

APR 15

Exercise Caution with Small-Cap Stocks

Russ Koesterich | Topics: Economic OutlookEquities 

Small-cap stocks have been performing well, but our Chief Investment Strategist recommends exercising caution with them. Find out why in this week’s BlackRock Answers video.

APR 12

What's Next: The Critical Answers Spring Update

BlackRock | Topics: Fixed IncomeEquitiesInvesting for IncomeEconomic Outlook 

BlackRock's senior strategists discuss their views on key market and investment topics, answer the critical questions on investors' minds and point to where they see opportunities in the market.

APR 12

What’s Next: Spring Update Investment Actions

BlackRock | Topics: Fixed IncomeEquitiesEconomic OutlookInvesting for Income 

BlackRock's best recommendations for the current investing environment.

APR 8

The Sequester's Impact on the State and Local Level

Peter Hayes | Topics: Economic OutlookFixed Income 

Many investors are wondering how the federal sequester will impact the state and local level. Peter Hayes, Head of the Municipal Bonds Group, discusses this and more.

APR 4

Emerging Markets: There's More Than One Way to Play

BlackRock | Topics: EquitiesEconomic Outlook 

Emerging markets have been the dominant growth story of the past generation. As the cycle evolves, so must the investment approach. The BlackRock Global Allocation team offers five thoughts for investing in emerging markets today.

APR 1

Market Correction: What Could Cause One?

Russ Koesterich | Topics: Economic Outlook 

Many investors are anticipating a market correction this year. Russ Koesterich, Chief Investment Strategist, reveals three catalysts that have the potential to cause one.

MAR 25

The Factors that Drive Success

Dennis Stattman | Topics: Investing for Income 

One highly diversified, rigorously tested fund has brought its investors strong results for more than two decades. Find out what three factors make the BlackRock Global Allocation Fund unique.

MAR 25

Cast A Wider Net For Income

Michael Fredericks | Topics: Investing for Income 

Investors are starved for income with interest rates at historic lows. BlackRock's Michael Fredericks offers ideas about sourcing additional income and smoothing volatility.

MAR 11

Traditional Fixed Income No Longer Compensates for Risks

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

Traditional fixed income investments no longer compensate investors for the risks that they are taking. Jeff Rosenberg, Chief Investment Strategist for Fixed Income, shares his recommendations for how investors can generate income with their fixed income portfolios.

MAR 8

State of the States & Local Governments

BlackRock | Topics: Fixed IncomeInvesting for IncomeEconomic Outlook 

Investors in municipal bonds have kept a close watch on how state and local governments have fared in the Great Recession and era of austerity. This report takes a comprehensive look at the current state of states and locals.

MAR 4

Tapping Into the Strength of Emerging Markets

Russ Koesterich | Topics: Economic OutlookEquities 

As emerging markets continue to march along, investors are wondering how they can take advantage of this growing opportunity. Russ Koesterich, Chief Investment Strategist, discusses two ways you can tap into the strength of emerging markets.

FEB 25

Harness the Power of Tax Exemption with Munis

Peter Hayes | Topics: Fixed IncomeEconomic Outlook 

In light of recent tax hikes, many investors are wondering how they can keep more of what they earn. Peter Hayes, Head of the Municipal Bonds Group, explains how you can harness the power of tax exemption with municipals.

FEB 21

High-Potential Investments Don't Require High Price Tags

Bart Geer | Topics: EquitiesEconomic Outlook 

Value remains an important priority for Americans today. BlackRock's Bart Geer believes that same mentality should apply when constructing an investment portfolio.

FEB 19

Time to Buy Japanese Stocks?

Dennis Stattman | Topics: Economic OutlookEquities 

Several unique factors are contributing to the momentum behind the Japanese equity market. Dennis Stattman, Head of the Global Allocation Team, reveals why he is bullish on Japanese stocks.

FEB 11

Where Will Interest Rates Go in 2013?

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

January's backup in the 10-year treasury yield has many investors wondering if interest rates will rise further. Jeff Rosenberg, Chief Investment Strategist for Fixed Income, shares his interest rate outlook and recommendations for how investors should position their fixed income portfolios this year.

FEB 4

Mega Caps Well-Positioned for 2013

Russ Koesterich | Topics: Economic OutlookEquities 

Mega caps rallied in 2012 and this year may not be that different. Russ Koesterich, Chief Investment Strategist, discusses why mega caps are well-positioned for 2013.

JAN 24

Hungry for Yield? Loans May Satisfy

Leland Hart | Topics: Investing for IncomeFixed IncomeEconomic Outlook 

Seeking to enhance yield in your portfolio without appreciably increasing risk? BlackRock's Leland Hart says floating rate bank loans may be the answer.

JAN 23

New Year, New (and Old) Reasons to Like Munis

Peter Hayes | Topics: Fixed IncomeInvesting for IncomeEquitiesEconomic Outlook 

Munis have long been a source of high-quality, low-volatility income. That's true to this day, but BlackRock's Peter Hayes explains why 2013 will not be exactly like 2012...or 2011.

JAN 22

Keep More of What You Earn with Munis

Peter Hayes | Topics: Fixed IncomeEconomic Outlook 

Municipals have had quite a run but they still remain an attractive investment in 2013. Peter Hayes, Head of the Municipal Bonds Group, explains how you can keep more of what you earn with municipals.

JAN 15

Mt Retirement: Reach the Summit & Beyond

BlackRock | Topics: Retirement 

It's never too late – or too EARLY – to save for retirement. Take the right steps no matter where you are on the journey to retirement.

JAN 14

Positioning Your Fixed Income Portfolio in 2013

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

Now that the new year has begun, how should you position your fixed income portfolio? Jeff Rosenberg, Chief Investment Strategist for Fixed Income, discusses opportunities in the fixed income market in 2013.

JAN 11

Fixed Income Outlook for 2013

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

Jeffrey Rosenberg, BlackRock's Chief Investment Strategist for Fixed Income, discusses his themes for 2013, including the outlook for interest rates and fixed income sectors, as well as perspectives on China and Japan.

JAN 10

Consider This Equity Opportunity in 2013

Dennis Stattman | Topics: Economic OutlookEquities 

As 2013 begins, consider a new investment opportunity. Dennis Stattman, Head of the BlackRock Global Allocation team, reveals where you can find great value this year.

JAN 7

Fiscal Cliff Deal: What It Means for Investors

Russ Koesterich | Topics: Economic OutlookInvesting for Income 

A fiscal cliff deal has been reached, but what does it mean for investors? Russ Koesterich, Chief Investment Strategist, identifies opportunities in 2013.

JAN 2

US Fiscal Cliff Deal: A Stopgap, Not a Solution

Russ Koesterich | Topics: EquitiesEconomic OutlookFixed Income 

With Washington finally coming to a limited agreement to prevent (or delay) the fiscal cliff, BlackRock offers our thoughts about the economic and investment implications.

DEC 24

The Benefits of a Long/Short Strategy in Emerging Markets

Rodolfo Martell | Topics: Economic OutlookInvesting for Income 

Opportunities in emerging markets are plentiful but knowing how to best capitalize on them is important. Learn how a long/short strategy can help you mitigate volatility and benefit from inefficiencies in these markets.

DEC 18

What is a Target Date Fund?

BlackRock | Topics: Retirement 

BlackRock offers insight on the new world of retirement by helping people understand what target date funds seek to accomplish and how they can make retirement investing easier.

DEC 17

Fiscal Cliff: Good News for Fixed Income Markets?

Jeff Rosenberg | Topics: Economic OutlookFixed Income 

Jeff Rosenberg, Chief Investment Strategist for Fixed Income, reveals why going over the fiscal cliff may be good news for some areas of the fixed income market.

DEC 11

Pay Your Future Self First

BlackRock | Topics: Retirement 

"So what do I do with my money?" Start saving for retirement today by paying your future self first, make it easy by making setting up features in your retirement savings plans that make it automatic.

DEC 10

Worried about Muni Credit? Understand the Fiscal Cliff Impact

Peter Hayes | Topics: Economic OutlookFixed Income 

Peter Hayes, Head of the Municipal Bonds Group, discusses the fiscal cliff and the potential impact on municipal credit.

NOV 26

The Impact of Tax Policy Changes on Municipals

Peter Hayes | Topics: Economic OutlookFixed Income 

Peter Hayes, Head of the Municipal Bonds Group, discusses the potential impact that pending tax policy changes may have on the municipal bond market.

NOV 26

Taking Stock: Market Views From the Go-Anywhere Team

BlackRock | Topics: Economic OutlookEquitiesFixed Income 

The go-anywhere BlackRock Global Allocation team offers insight into today's markets and discusses how they're navigating an uncertain world.

There is no insight available for the selections you've made.

Please revise your selections or reset all selections.

  of 20  

Featured Authors

Russ Koesterich, Global Chief Investment Strategist

Jeffrey Rosenberg, Chief Investment Strategist for Fixed Income

Peter Hayes, Head of the Municipal Bonds Group & Lead Portfolio Manager of the Municipal Bond Management Committee