MARKET INSIGHTS

Our experts share how to balance day-of market news and events with long-term investment trends

Market Insights

Changing the game for bitcoin investing with an ETF

Feb 20, 2024 | Jay Jacobs

Learn how bitcoin ETFs such as IBIT expand access to bitcoin investing.

Commodity

Market Insights

Global ETF Market Facts: three things to know from Q4 2023

Jan 17, 2024 | Samara Cohen

Fast facts from the fourth quarter of 2023 about ETFs, Indexing and Market Quality.

Global

Market Insights

If the Fed is done raising rates, when will mortgage rates go down?

Jan 2, 2024 | Kristy Akullian, CFA

Learn why home prices are likely to remain high despite a big drop in mortgage applications.

Real Estate

Market Insights

Fast track your retirement investment plan

Dec 21, 2023 | Daniel Prince, CFA

Learn how to target an early retirement through supplementary investment accounts, finding the right mix of investments and managing spending.

CORE

Market Insights

How to transition into retirement

Dec 19, 2023 | Daniel Prince, CFA

Learn how to transition into retirement from budget considerations to adjusting investments and more.

CORE

Market Insights

Year-end financial checklist

Dec 14, 2023 | Daniel Prince, CFA

Learn about the actions you can take before New Year’s to help keep your investments on track as you pursue your financial goals.

CORE

Market Insights

2024 Year Ahead Outlook | iShares Investment Strategy

Dec 4, 2023 | Gargi Pal Chaudhuri

2024 Year Ahead Outlook captures key market and macro moves for the upcoming year, while unpacking investment opportunities.

Equity

Market Insights

Put time on your side

Dec 3, 2023 | Daniel Prince, CFA

Time spent in the market is important – core allocation ETFs can help.

Core

Market Insights

Why should investors stay invested during market volatility?

Nov 29, 2023 | Daniel Prince, CFA

How to stay on course during turbulent times.

CORE

Market Insights

Three things to know about individual investor ETF activity

Nov 16, 2023 | Samara Cohen

Fast facts from Q3 2023 on how individual investors are engaging with the U.S. ETF market.

United States

Market Insights

2024 Thematic Outlook: Three themes to get investors off the sidelines

Nov 15, 2023 | Jay Jacobs

Learn about three themes that we believe will be key to navigating the year ahead.

Equity

Market Insights

A masterclass in diversification

Nov 1, 2023 | Daniel Prince, CFA

Learn why diversification is so important to investing and how it helps investors navigate fast-changing markets.

CORE

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Making it easier to retire on your terms

Oct 19, 2023 | BlackRock

Learn how workers without a 401(k) can save for retirement.

Multi Asset

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How much do you need to retire? Start with this

Oct 19, 2023 | Daniel Prince, CFA

Learn the keys to reducing the guesswork, and how target-date funds can help make retirement investing easier, more affordable, and more accessible.

CORE

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How to plan for retirement if you’re self-employed

Oct 19, 2023 | Daniel Prince, CFA

No workplace savings plan? Target date funds for gig workers and freelancers are now available and can be a great solution.

CORE

Market Insights

Global ETF Market Facts: three things to know from Q3 2023

Oct 10, 2023 | Samara Cohen

Fast facts from the third quarter of 2023 about ETFs, Indexing and Market Quality.

Global

Market Insights

Three international opportunities worth considering

Oct 5, 2023 | Jeff Spiegel

Discover potential investment opportunities in Japan, India and Mexico, accelerated by local trends and global mega forces.

Equity

Market Insights

All about bond ETFs

Sep 28, 2023 | Samara Cohen

This article answers some of the most popular questions we receive about bond ETFs about their size, mechanics, and role in financial markets.

Fixed Income

Market Insights

iShares Fall 2023 Investment Directions

Sep 26, 2023 | Gargi Pal Chaudhuri

Discover investment opportunities across U.S. equities, fixed income, and international exposures based on our macroeconomic views and market positioning.

Fixed Income

Market Insights

How to invest for the next phase of AI

Sep 26, 2023 | Reid Menge

Explore opportunities within the realm of computing infrastructure that are emerging alongside the rapid evolution of generative AI.

Equity

Market Insights

Should investors add duration to bond portfolios now?

Sep 20, 2023 | Karen Veraa, CFA

What is duration? Learn about how investors can take advantage of the recent rise in fixed-income yields.

Fixed Income

Market Insights

Chip away towards tomorrow: Investing in semiconductors

Sep 14, 2023 | Jeff Spiegel

Learn about investment opportunities in the growing semiconductor industry, fueled by the mega force of artificial intelligence and digitalization.

Equity

Market Insights

Bonds still have a big role to play in portfolios

Sep 7, 2023 | Karen Veraa, CFA

With higher yields as the US Federal Reserve has increased interest rates, bond ETFs provide a way to diversify portfolios, generate income and preserve capital. Learn more about how the right mix of bond ETFs can help pursue your long-term investment goals.

Fixed Income

Market Insights

Is it the right time to buy electric vehicle (EV) stocks?

Aug 30, 2023 | Jeff Spiegel

Learn what’s driving EV stocks, including new developments in the electric vehicle & autonomous vehicle markets, declining lithium battery prices & more.

Equity

Market Insights

7 ways investing is like long-distance running

Aug 28, 2023 | Gargi Pal Chaudhuri

What do investing and marathon running have in common? Quite a bit, according to Gargi Pal Chaudhuri, Head of iShares Investment Strategy and an avid runner.

Equity

Market Insights

What is value investing?

Aug 16, 2023 | Robert Hum, CAIA

Value investing seeks to buy stocks that are cheap relative to their fundamentals based on a variety of financial metrics. Learn more about value investing strategies.

Factors

Market Insights

Why rates are up and what it could mean for investors

Aug 10, 2023 | Gargi Pal Chaudhuri

Learn what triggered the recent backup in Treasury yields and potential investing opportunities as a result.

Fixed Income

Market Insights

All about index investing

Jul 31, 2023 | Samara Cohen

This article examines the role of index providers, the rebalancing of equity and fixed income indexes, and offers insights into the BlackRock process for managing these index events.

Global

Market Insights

3 ways bond buy-write ETFs can benefit investors

Jul 25, 2023 | Karen Veraa, CFA

Learn about buy-write strategies and how they can potentially add income and diversification to bond portfolios.

Income

Market Insights

iShares 2023 Midyear Outlook

Jun 28, 2023 | Gargi Pal Chaudhuri

In this outlook, we pair our macroeconomic views and market positioning insights to identify potential investment opportunities using exchange traded funds (ETFs) for the second half 2023.

Fixed Income

Market Insights

Investing in lithium: Why now could be the right time

Jun 23, 2023 | Jeff Spiegel

Tap into trends in lithium mining and battery technology.

Industry

Market Insights

The investment opportunity for copper

Jun 23, 2023 | Jeff Spiegel

Learn how to invest in the field of copper mining, and the basics of investing in the theme through ETFs.

Industry

Market Insights

Finding investment opportunities in neuroscience and AI

Jun 8, 2023 | Jay Jacobs

We analyze the ways in which innovation and digitization come together to brighten the outlook for the healthcare sector.

Industry

Market Insights

3 Reasons gold is having a moment to shine

Jun 6, 2023 | Gargi Pal Chaudhuri

Learn why a tactical allocation to gold may make sense for investors if the Fed stays on hold even as the economy slows.

Precious Metals

Market Insights

How to find your asset allocation and risk tolerance

May 30, 2023 | Daniel Prince, CFA

Learn how the “right” mix of stocks, bonds and other assets, or your asset allocation, can help you pursue your long-term investment goals.

CORE

Market Insights

Index Insights: Stories from the May MSCI QCIR

May 30, 2023 | Samara Cohen

In this edition of Index Insights, we explore what we expect to happen during the May 2023 MSCI Quarterly Comprehensive Index Review.

Equity

Market Insights

What is minimum volatility?

May 19, 2023 | Robert Hum, CAIA

Minimum volatility investing seeks to build a portfolio that exhibits lower volatility than the broad market. Learn more about min vol investing strategies.

Factors

Market Insights

What does a Fed pause mean for investors?

May 4, 2023 | Gargi Pal Chaudhuri

If the Fed’s May rate hike was the last of the cycle, history suggests investors sitting in cash may underperform stocks and bonds.

North America

Market Insights

All about ETFs: Answers to twelve popular questions about ETFs

May 3, 2023 | Samara Cohen

Answers to twelve popular questions about ETFs and indexing.

North America

Market Insights

How asset location can help minimize taxes and maximize returns

Apr 19, 2023 | Daniel Prince, CFA

Because after-tax returns are what really matter, where you put assets is almost as important as the investments in your retirement plan and brokerage accounts.

Fixed Income

Market Insights

What is quality investing?

Apr 14, 2023 | Robert Hum, CAIA

Quality investing seeks to buy financially healthy companies that have strong earnings and stable balance sheets. Learn more about quality investing strategies.

Factors

Market Insights

A guide to investing in clean energy ETFs

Apr 13, 2023 | Jeff Spiegel

Learn about investment opportunities in clean energy.

Equity

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Why this may be the most attractive bond market in 15 years

Apr 3, 2023 | Karen Veraa, CFA

Learn how the bond market is offering investors a great opportunity to seek income and potentially reduce portfolio risk.

Fixed Income

Market Insights

iShares Spring 2023 Investment Directions

Mar 30, 2023 | Gargi Pal Chaudhuri

We pair our macroeconomic and market analysis with key implementation ideas, providing timely insights as investors navigate today’s volatile markets. We lean into fixed income allocations, coupled with tactical equity exposures and alternative hedges.

Fixed Income

Market Insights

Investing in the next generation of environmental tech breakthroughs

Mar 30, 2023 | Jeff Spiegel

Learn about exciting innovations in the environmental technologies space, and how to invest in them via ETFs.

Equity

Market Insights

Put cash to work with short-term bond ETFs

Mar 20, 2023 | Karen Veraa, CFA

Learn how short-term bond ETFs can help you keep up with inflation and diversify where your short-term assets are held.

Fixed Income

Market Insights

What is factor investing?

Mar 2, 2023 | Robert Hum, CAIA

Learn how 5 factors — value, quality, momentum, size, and minimum volatility — may help you enhance investment returns or reduce risk in your portfolio.

Factors

Market Insights

How to invest in the metaverse

Feb 15, 2023 | Jeff Spiegel

Learn about exciting opportunities for innovation and value creation in the metaverse.

Equity

Market Insights

Why dividend stocks are back in fashion (and never go out of style)

Feb 8, 2023 | Daniel Prince, CFA

Learn why we believe investors will continue to seek dividend-paying stocks in 2023 even as bond yields have risen.

CORE

Market Insights

3 common mistakes investors make — and how to avoid them

Jan 31, 2023 | Daniel Prince, CFA

Knowledge is power for investors so it’s critical to understand the risks of performance chasing, hindsight bias and loss aversion.

CORE

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How are ETFs tax efficient?

Jan 31, 2023 | Daniel Prince, CFA

ETFs can help investors keep more of what they earn. Here’s how.

CORE

Market Insights

Investing in robotics: why now could be the right time

Dec 2, 2022 | Jeff Spiegel

Tap into trends in robotics and automation.

Industry

Market Insights

A guide to investing in blockchain technology and decentralized finance

Oct 10, 2022 | Jeff Spiegel

Advances in blockchain technology are accelerating the burgeoning decentralized digital economy. Learn how ETFs can help investors access the blockchain investment opportunity.

Equity

Market Insights

What investors should know about investing in food innovation and agricultural technology

Oct 3, 2022 | Jeff Spiegel

Learn about food innovation and agricultural technology. Food innovation ETFs can provide investors with exposure to disruptive growth in the space.

Industry

Market Insights

Why now could be the time to consider neuroscience investments

Aug 26, 2022 | Jeff Spiegel

Learn how neuroscience innovations are revolutionizing neurological disease treatments. Neuroscience ETFs can offer exposure to these developments.

Industry

Market Insights

A look at the future of fintech

Aug 18, 2022 | Jeff Spiegel

Learn about rising fintech adoption across digital payments, wallets, banking, and more. Fintech ETFs can offer exposure to fintech investments.

Industry

Market Insights

Cybersecurity ETFs could benefit from massive cyber defense spending

Aug 5, 2022 | Jeff Spiegel

Cybersecurity spending is experiencing rapid growth. Read how ETFs can help investors access cybersecurity stocks.

Industry

Market Insights

Staying in the zone with factor ETFs

Apr 12, 2022 | Robert Hum, CAIA

Investors can seek balance in their portfolios by using Factor ETFs to help position themselves for uncertainty around inflation, rising rates and geopolitics.

Factors

Market Insights

Hedging inflation with bond ETFs

Feb 25, 2022 | iShares

Learn how to manage inflation with bond ETFs.

Inflation

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ETF FLOWS

Charts and analysis covering the biggest ETF and Market Trends

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Flow & Tell with iShares | January 2024 ETF Flows

Feb 6, 2024 | Kristy Akullian, CFA

We round up January’s top ETF flows across asset classes and regions, unpacking key trends and themes of the month.

Global

Market Insights

Flow & Tell with iShares | ETF Flows and Themes of 2023

Jan 4, 2024 | Kristy Akullian, CFA

We look back at 2023 as a year of emerging ETF trends, influenced by a rising rate environment and shifting asset allocations.

Global

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Flow & Tell with iShares | October 2023

Nov 7, 2023 | Kristy Akullian, CFA

We unpack October’s standout ETF flows across allocations, noting a preference for long duration funds while tax-loss harvesting returns as a main theme of the month.

Global

Market Insights

Flow & Tell with iShares | September 2023

Oct 5, 2023 | Kristy Akullian, CFA

Analyze September ETF flows across fixed income and equity allocations. We unpack flows, performance, and key takeaways across sectors and regions.

Global

Market Insights

Flow & Tell with iShares – Summer 2023 standout ETF flows

Sep 5, 2023 | Kristy Akullian, CFA

We round up highlight flows over the summer months, noting a preference for diversified equity exposures and a pronounced shift from long to short duration allocations in fixed income portfolios.

Global

Market Insights

Flow & Tell with iShares – Rounding up standout H1 2023 flows

Jul 20, 2023 | Kristy Akullian, CFA

We take stock of key ETF flows in the first half of 2023, analyzing the top ten themes that defined January – June.

Global

Market Insights

Flow & Tell with iShares | May 2023

Jun 6, 2023 | Kristy Akullian, CFA

We take stock of May's top ETF flows across asset allocations. Investors lean into broad, high-quality fixed income exposures, while tech sector inflows dominate the equity arena. Japan ETFs collect inflows amid hot economic data.

Global

Market Insights

Flow & Tell with iShares | April 2023

May 4, 2023 | Kristy Akullian, CFA

We round up April’s ETF flows.

Global

Market Insights

Flow & Tell with iShares | March 2023

Apr 5, 2023 | Kristy Akullian, CFA

We round up March’s heightened flows, as bank-induced market stress sent investors on a flight to safety. Treasuries collected inflows, equity preference turned defensive, and gold emerged as a hot commodity.

Global

Market Insights

Flow & Tell with iShares | February 2023

Mar 6, 2023 | Kristy Akullian, CFA

We take stock of February’s largely muted flows as the market reversed course from January’s rally. Investors reached for safety and flocked towards short-duration Treasuries as the preferred allocation. Emerging market flows stalled.

Global

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