www.blackrock.com Open in urlscan Pro
23.3.127.39  Public Scan

Form analysis
1 forms found in the DOM

/us/financial-professionals/search/summary-results

<form id="searchForm" action="/us/financial-professionals/search/summary-results" class="siteSearch" role="search">
  <fieldset>
    <div class="search-inline-container">
      <input type="text" id="searchText" class="search-input searchText vi16-main-nav-searchtext masthead-nav-searchtext ui-autocomplete-input" name="searchText" data-enableautocomplete="true" placeholder="" aria-label="" autocomplete="off">
      <label for="mainNavResetTxt">
        <span class="ui-helper-hidden-accessible">RESET</span>
      </label>
      <button id="mainNavResetTxt" class="btn-custom-search-color reset-button icon-close" type="reset" aria-label="Clear text"><span class="fa fa-close"></span></button>
      <input class="button-secondary submitSearch search-button" id="submit" type="submit" value="Search" aria-label="Ticker search">
      <input type="hidden" name="doTickerSearch" value="true">
    </div>
  </fieldset>
  <input type="hidden" id="isVi20Search" value="false">
  <input type="hidden" id="generalAutocompleteUrl" value="/us/financial-professionals/search/general-results">
  <input type="hidden" id="glsDocumentsUrl" value="/us/financial-professionals/library">
  <input type="hidden" id="videoSearchUrl" value="/us/financial-professionals/search/video-results">
  <input type="hidden" id="productAutocompleteUrl" value="/us/financial-professionals/search/products-results">
  <input type="hidden" id="summaryAutocompleteUrl" value="/us/financial-professionals/search/summary-results" class="summaryAutocompleteUrl">
  <input type="hidden" id="featuredSearchUrl" value="/us/financial-professionals/search/summary-results">
  <input type="hidden" id="unifiedAutocomplete" value="true" class="unifiedAutocomplete">
  <input type="hidden" id="autocompleteUrl" value="/us/financial-professionals/autoComplete.search?type=autocomplete">
  <input type="hidden" id="generalAutocompleteTitle" value="General Results">
  <input type="hidden" id="glsDocumentsTitle" value="GLS Results">
  <input type="hidden" id="videoSearchTitle" value="Video Results">
  <input type="hidden" id="productAutocompleteTitle" value="Products">
  <input type="hidden" id="summaryAutocompleteTitle" value="See All Search Results" class="summaryAutocompleteTitle">
  <input type="hidden" id="featuredSearchTitle" value="Featured Results">
  <input type="hidden" id="seeAll" class="seeAll" value="See All">
</form>

Text Content

Skip to content
BlackRock BlackRock
iShares iShares
Aladdin Aladdin
Our company Our company
Advisors
United States
Sign In
Leave the BlackRock site for Advisors to explore other content
Individuals

I manage my money myself.

Institutions

I consult or invest on behalf of a financial institution.

General Public

I want to learn more about BlackRock.

Americas Offshore Australia Austria Belgium Brazil Canada Chile China Offshore -
中国境内 China Onshore - 中国境外 Colombia Denmark Dubai (IFC) Finland France Germany
Hong Kong - 香港 Hungary Israel Italy Japan - 日本 Korea - 한국 Luxembourg México
Netherlands Norway Poland Portugal Saudi Arabia Singapore South Africa Spain
Sweden Switzerland Taiwan - 台灣 United Kingdom United States Location not listed
Welcome to the BlackRock site for advisors

To reach a different BlackRock site directly, please update your user type.


 * Products
 * Investment Strategies
 * Practice
 * Insights
 * Tools
 * Resources
 * 

PRODUCTS
 * View all funds
 * Mutual funds
 * iShares ETFs
 * Closed-end funds
 * Alternatives
 * LifePath funds
 * Variable insurance funds
 * 529 CollegeAdvantage

FEATURED ISHARES ETFS
 * Core
 * Factors
 * Bonds
 * Megatrends

Models & SMAs
 * Model portfolios
 * SMAs

Models & SMAs
 * Model portfolios
 * SMAs

PORTFOLIO CONSTRUCTION
 * Strategies for 2023
 * Grow with equities
 * Invest for after-tax returns
 * Fixed income solutions

FEATURED
 * Municipal bonds
 * RIA resource center
 * Sustainable investing
 * Invest internationally
 * Concentrated stock strategies

PRACTICE MANAGEMENT
 * Grow your business
 * Earn tomorrow's clients
 * Mergers & acquisitions
 * Earn CE credits
 * Streamline client portfolios
 * Digital marketing

CLIENT RESOURCES
 * Behavioral finance
 * Women & investing
 * Health & wealth
 * Investing basics
 * Conversation starters

RETIREMENT
 * Defined contribution plans
 * Incorporating Social Security
 * Retirement Insurance

INSIGHTS
 * Latest Insights
 * Publications & Authors
 * Client Resources
 * Podcasts
 * Videos & Webinars

FEATURED PUBLICATIONS
 * Weekly Market Commentary
 * Student of the Market
 * Advisor Portfolio Trends
 * BlackRock Investment Institute

FEATURED
 * 360° Evaluator
 * Scenario Tester
 * Tax Evaluator
 * iRetire®
 * Social Security Benefits Estimator

MORE TOOLS
 * Tips to get started
 * All tools
 * Bond Buyer
 * Expected Return Analyzer
 * Investment Quality

SERVICE SUPPORT
 * Literature
 * Tax information
 * Forms and applications
 * Share classes and loads
 * Account access

WHO WE ARE
 * About BlackRock
 * Corporate Sustainability
 * Investment Stewardship
 * BlackRock retirement

RESET


Change location
Change location






2023 investment strategies


INVESTMENT STRATEGIES FOR 2023

The investing landscape as we know it has changed. After years of an
accommodative Fed, we’ve now entered an era of tight monetary policy, sustained
inflation and higher rates.






Now more than ever, 2023 is the time to reset and reassess your whole portfolio.
 * Re-evaluate your bonds >
 * De-risk in equities >
 * Market insights >
 * Build your future practice >

/blk-one-c-assets/documents/charts/bar-graphs-chart.csv bar-chart %
column-simple
Yields of fixed income asset classes (%)


CHART

Bar chart with 2 data series.
View as data table, Chart
The chart has 1 X axis displaying categories.
The chart has 1 Y axis displaying values. Range: 0 to 10.


Created with Highcharts 8.2.0December 2021October 2022Fed Funds RateUS
Short-term TRUS Short-term IGUS AggUS HY0%2%4%6%8%10%

End of interactive chart.


ChartCategoryDecember 2021October 2022Fed Funds Rate0.33.3US Short-term
TR0.74.6US Short-term IG1.55.8US Agg1.75US HY 3.98.6

Explore BlackRock bond solutions Explore BlackRock bond solutions
Source

Source: BlackRock, Bloomberg, chart by iShares Investment Strategy. As of
November 1, 2022. US Floating Treasury refers to the Bloomberg U.S. Treasury
Floating Rate Index. US Short-Term Treasury refers to the ICE U.S. Treasury 1-3
Year Index. US Short-term Inv. Grade refers to the ICE BofA 1-5 Year U.S.
Corporate Index. US Agg Bond refers to the Bloomberg U.S. Aggregate Bond Index.
US High-Yield refers to the Markit iBoxx USD Liquid High Yield Index. Index
performance is for illustrative purposes only. Index performance does not
reflect any management fees, transaction costs or expenses. Indexes are
unmanaged and one cannot invest directly in an index. Past performance does not
guarantee future results.





YIELDS ARE BACK

Rising rates have resulted in the highest yields the U.S. bond market has seen
in over a decade. After years of investing in fixed income for risk mitigation,
advisors are now able to enjoy higher levels of income on their bonds again.
This means that it may not be necessary to take as much risk in equities as
you've had to in the past to reach your clients' return targets.

 

Higher yields can mean two key things for your bonds:

 

1. You may now have greater potential to generate meaningful total return to
your clients’ portfolios from your fixed income sleeve.


2. Higher yields can provide more downside resiliency for bonds, potentially
lowering your probability of loss.

 

Explore BlackRock bond solutions Explore BlackRock bond solutions


MOVE BACK INTO BONDS

Advisors may want to consider bringing their bond allocation back to benchmark
level or to an overweight. With higher yields today, it may not be as necessary
to take large equity bets to meet your clients' portfolio goals. Start
evaluating your bonds >

Bond mutual funds Bond ETFs
Related Materials-1,Paragraph-1
Related Materials-2,Paragraph-2


BOND MUTUAL FUNDS

Fixed Income

BSIIX

Strategic Income Opportunities Fund

$9.25

Net Asset Value

1.15%

Total Returns

Fixed Income

MAHQX

Total Return Fund

$9.93

Net Asset Value

1.06%

Total Returns

Fixed Income

BMSIX

BlackRock Income Fund

$8.78

Net Asset Value

1.65%

Total Returns

The performance quoted represents past performance and does not guarantee future
results. Investment return and principal value of an investment will fluctuate
so that an investor's shares, when sold or redeemed, may be worth more or less
than the original cost. Current performance may be lower or higher than the
performance quoted. Standardized performance and performance data current to the
most recent month end may be obtained by clicking on the fund names above.


BOND ETFS

Fixed Income

AGG

iShares Core U.S. Aggregate Bond ETF

$97.31

Net Asset Value

0.34%

Total Returns

Fixed Income

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF

$49.91

Net Asset Value

0.54%

Total Returns

Fixed Income

USHY

iShares Broad USD High Yield Corporate Bond ETF

$34.70

Net Asset Value

1.40%

Total Returns

The performance quoted represents past performance and does not guarantee future
results. Investment return and principal value of an investment will fluctuate
so that an investor's shares, when sold or redeemed, may be worth more or less
than the original cost. Current performance may be lower or higher than the
performance quoted. Standardized performance and performance data current to the
most recent month end may be obtained by clicking on the fund names above.


CONSIDER REDUCING RISK IN EQUITIES

Getting paid in fixed income today means it’s not as necessary to be "risk on"
in growth equities to reach your clients' return targets. Consider allocating
towards value-oriented, dividend-paying exposures or minimum volatility
strategies that can help mitigate any unneeded equity risk.


EXPLORE MINIMUM VOLATILITY STRATEGIES

If you're seeking market-like returns with less risk, consider iShares Minimum
Volatility ETFs.
Explore minimum volatility strategies Explore minimum volatility strategies



EXPLORE VALUE ORIENTED STRATEGIES

BlackRock High Equity Income Fund BlackRock High Equity Income Fund
BlackRock Equity Dividend Fund BlackRock Equity Dividend Fund
iShares Core Dividend Growth ETF iShares Core Dividend Growth ETF
iShares Core High Dividend ETF iShares Core High Dividend ETF
Evaluate your equity exposures Evaluate your equity exposures


FOCUS MORE ON CLIENTS

Markets are moving faster than ever. Explore SMAs and model portfolios as
outsourcing options to manage risk and opportunity in real time on your behalf.

BlackRock SMAs provide enhanced capabilities

BlackRock delivers service and personalization backed by institutional
expertise. SMAs offer more choices to help drive outcomes specific to client
needs such as tax management and income generation.

Get started Get started

Save time with BlackRock Model portfolios

Consider outsourcing to a manager who can invest for the long term, while also
managing for the near term. Our model portfolios can be customized to your
client’s risk profile to help achieve a range of outcomes.

Get started Get started



THE LATEST MARKET INSIGHTS

More articles loaded. Use Shift+Tab keys to browse.

 * BONDS / FIXED INCOME
   
   
   THREE PEAKS: THE MACRO OUTLOOK AND FIXED INCOME
   
   
   Peaking economic indicators suggest that we are entering a phase of slowing
   momentum and a more moderate Fed, setting up 2023 to be a strong year for
   fixed income
   Read full article Read full article
 * BONDS / FIXED INCOME
   
   
   RING IN THE NEW YIELD
   
   
   Higher bond yields create opportunities to generate more income with less
   risk in the new year.
   Read full article Read full article
 * MARKET INSIGHTS
   
   
   ZOOMING IN ON FIXED INCOME IN 2023
   
   
   Rick Rieder and team argue that volatility and a "mountain" of rate hikes
   create a long runway for positive fixed income return in 2023 and beyond.
   Read full article Read full article

MAKE 2023 THE YEAR YOU MEET YOUR PRACTICE GROWTH GOALS

 1. 01. The growth formula
 2. 02. Earn tomorrow’s clients
 3. 03. Personalize at scale

The growth formula



THE GROWTH FORMULA

Three steps to build your business

Clients want more of your time, but your business demands it and you want to
grow. What can you do? The key to growth is finding more time for current and
prospective clients. To achieve this, top advisors we've consulted with focus on
streamlining their investments, increasing their business efficiency, and
instilling trust with clients.

Build your business Build your business
Earn tomorrow’s clients



EARN TOMORROW’S CLIENTS

Retiring + emerging + diverse investors

Baby boomers are starting to navigate retirement while the growth of Millennial
wealth is accelerating. Additionally, changing demographics are layering
cultural complexity onto financial needs. Earning the trust of tomorrow's more
complex clients will be key to the future growth trajectory of your business.

Earn tomorrow’s clients Earn tomorrow’s clients
Personalize at scale



PERSONALIZE AT SCALE

Scale and simplify your practice

Your two most important resources are your team's time and energy. SMAs may help
you deliver a personalized investment approach without taking time away from
your clients.

View SMA offerings View SMA offerings

Build tax-efficiency into your portfolios
Explore solutions, tools and insights to build tax-efficient portfolios and help
clients keep more of what they earn.
Explore tax insights Explore tax insights

Explore more
BlackRock bond solutions BlackRock bond solutions
Taxable bond solutions Taxable bond solutions
Bond ETFs Bond ETFs
Explore more
Products
 * PRODUCTS
   * View all funds
   * Mutual funds
   * iShares ETFs
   * Closed-end funds
   * Alternatives
   * LifePath funds
   * Variable insurance funds
   * 529 CollegeAdvantage
 * FEATURED ISHARES ETFS
   * Core
   * Factors
   * Bonds
   * Megatrends
 * Models & SMAs
   * Model portfolios
   * SMAs

Investment Strategies
 * Models & SMAs
   * Model portfolios
   * SMAs
 * PORTFOLIO CONSTRUCTION
   * Strategies for 2023
   * Grow with equities
   * Invest for after-tax returns
   * Fixed income solutions
 * FEATURED
   * Municipal bonds
   * RIA resource center
   * Sustainable investing
   * Invest internationally
   * Concentrated stock strategies

Practice
 * PRACTICE MANAGEMENT
   * Grow your business
   * Earn tomorrow's clients
   * Mergers & acquisitions
   * Earn CE credits
   * Streamline client portfolios
   * Digital marketing
 * CLIENT RESOURCES
   * Behavioral finance
   * Women & investing
   * Health & wealth
   * Investing basics
   * Conversation starters
 * RETIREMENT
   * Defined contribution plans
   * Incorporating Social Security
   * Retirement Insurance

Insights
 * INSIGHTS
   * Latest Insights
   * Publications & Authors
   * Client Resources
   * Podcasts
   * Videos & Webinars
 * FEATURED PUBLICATIONS
   * Weekly Market Commentary
   * Student of the Market
   * Advisor Portfolio Trends
   * BlackRock Investment Institute

Tools
 * FEATURED
   * 360° Evaluator
   * Scenario Tester
   * Tax Evaluator
   * iRetire®
   * Social Security Benefits Estimator
 * MORE TOOLS
   * Tips to get started
   * All tools
   * Bond Buyer
   * Expected Return Analyzer
   * Investment Quality

Resources
 * SERVICE SUPPORT
   * Literature
   * Tax information
   * Forms and applications
   * Share classes and loads
   * Account access
 * WHO WE ARE
   * About BlackRock
   * Corporate Sustainability
   * Investment Stewardship
   * BlackRock retirement

Keep exploring

As a global investment manager and fiduciary to our clients, our purpose at
BlackRock is to help everyone experience financial well-being. Since 1999, we've
been a leading provider of financial technology, and our clients turn to us for
the solutions they need when planning for their most important goals.

 * 
 * 
 * 
 * 



Corporate
Careers Careers Newsroom Newsroom Investor relations Investor relations Contact
us Contact us Accessibility Accessibility
Legal
Terms & Conditions Terms & Conditions Privacy Policy Privacy Policy Business
Continuity Business Continuity FINRA BrokerCheck FINRA BrokerCheck Rule 606
Disclosure Rule 606 Disclosure Manage Cookies
© 2023 BlackRock, Inc. All rights reserved.

Carefully consider the Funds' investment objectives, risk factors, and charges
and expenses before investing. This and other information can be found in the
Funds' prospectuses or, if available, the summary prospectuses which may be
obtained visiting the iShares ETF and BlackRock Mutual Fund prospectus pages.
Read the prospectus carefully before investing.

Investing involves risk, including possible loss of principal.

Transactions in shares of ETFs may result in brokerage commissions and will
generate tax consequences. All regulated investment companies are obliged to
distribute portfolio gains to shareholders.

Fixed income risks include interest-rate and credit risk. Typically, when
interest rates rise, there is a corresponding decline in bond values. Credit
risk refers to the possibility that the bond issuer will not be able to make
principal and interest payments.

International investing involves risks, including risks related to foreign
currency, limited liquidity, less government regulation and the possibility of
substantial volatility due to adverse political, economic or other developments.
These risks often are heightened for investments in emerging/ developing markets
or in concentrations of single countries.

The BlackRock model portfolios are provided for illustrative and educational
purposes only. The BlackRock model portfolios do not constitute research, are
not personalized investment advice or an investment recommendation from
BlackRock to any client of a third party financial professional, and are
intended for use only by a third party financial professional, with other
information, as a resource to help build a portfolio or as an input in the
development of investment advice for its own clients. The BlackRock model
portfolios themselves are not funds.

BlackRock intends to allocate all or a significant percentage of the BlackRock
model portfolios to funds for which it and/or its affiliates serve as investment
manager and/or are compensated for services provided to the funds ("BlackRock
Affiliated Funds"). Clients will indirectly bear fund expenses relating to
assets allocated to funds, including BlackRock Affiliated Funds. BlackRock has
an incentive to (a) select BlackRock Affiliated Funds and (b) select BlackRock
Affiliated Funds with higher fees over BlackRock Affiliated Funds with lower
fees. 

No proprietary technology or asset allocation model is a guarantee against loss
of principal. There can be no assurance that an investment strategy based on the
tools will be successful.

IMPORTANT: The projections or other information generated by tools regarding the
likelihood of various investment outcomes are hypothetical in nature, do not
reflect actual investment results and are not guarantees of future results.
Results may vary with each use and over time.

This material has been prepared for informational purposes only, and is not
intended to provide, and should not be relied on for, accounting, legal or tax
advice. Investors should consult their tax or legal advisor regarding such
matters.

This information should not be relied upon as research, investment advice, or a
recommendation regarding any products, strategies, or any security in
particular. This material is strictly for illustrative, educational, or
informational purposes and is subject to change.

The BlackRock and iShares Funds are distributed by BlackRock Investments, LLC
(together with its affiliates, "BlackRock").

The iShares Minimum Volatility Funds may experience more than minimum volatility
as there is no guarantee that the underlying index's strategy of seeking to
lower volatility will be successful.

For more information on the differences between ETFs and mutual funds, click
here.

© 2023 BlackRock, Inc., or it's affiliates. All Rights Reserved. BLACKROCK,
iSHARES and ALADDIN are trademarks of BlackRock, Inc. or its affiliates. All
other trademarks are those of their respective owners.

iCRMH0223U/S-2733692




MANAGE YOUR COOKIES

Cookies enhance your experience on BlackRock’s websites and help us show you
more relevant content. Some are necessary and always active.

By clicking “Accept all”, you’re agreeing to the placement and use of cookies as
described in our Cookie Policy. “Required only” means only Necessary and
Statistical analytics (wherever applicable) cookies are active. You can always
change your preferences by clicking “Manage cookies” at the bottom of any page.


BlackRock Cookie Notice
Allow All


CUSTOMIZE YOUR COOKIES

NECESSARY COOKIES

Always Active

Necessary cookies help keep our websites secure while enabling network
management, site functionality and accessibility. You may disable necessary
cookies in your browser settings, but that may affect how the website functions
for you.

PREFERENCE COOKIES

Preference cookies

Preference cookies enable us to store certain user selections or preferences and
allows for a more tailored website experience.

STATISTICAL ANALYTICS

Statistical Analytics

Measure the performance of our website and collect aggregate level information
on how you use our site, for us to provide you with the best possible digital
experience. No user level based behavioral data will be collected as part of
this method. If you are visiting a European site, these are only active if you
click “Accept all”. On Non-European sites, you may opt out of these separately
under “Manage cookies”.

MARKETING/TRACKING/PROFILING COOKIES

Marketing/Tracking/Profiling cookies

Marketing/Tracking/Profiling cookies are usually placed by advertising networks
and are used to deliver relevant content or measure campaign performance.
Information about website usage and visits may be shared with other
organizations such as advertisers.

CONVERSATIONAL COOKIES

Conversational cookies

Conversational cookies help tie conversations and interactions to a specific
visitor on our site when you are interacting with our chatbot. These cookies
must be accepted in order to interact with the chatbot on our websites.

Back Button


PERFORMANCE COOKIES



Vendor Search Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

Confirm My Choices


We use cookies to improve your experience

 * Cookies enhance your experience on BlackRock’s websites.
 * They help us show you more relevant content.
 * Some are necessary for site functionality, security, and network management,
   so they are always active.

By clicking “Accept all”, you’re agreeing to the placement and use of cookies as
described in our Cookie Policy. “Required only” means only Necessary and
Statistical analytics cookies are active, where applicable. You can always
change your preferences by clicking “Manage cookies” at the bottom of any page.
BlackRock Cookie Notice



Required Only Accept all
Manage Cookies