Market take

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Market take

From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets. 

  1. 1 DAY AGO

    Getting active to identify AI winners

    Major tech companies are spending billions on building out artificial intelligence. But will it pay off? Wei Li, Global Chief Investment Strategist at BlackRock, explores the three phases of the latest tech revolution.

    4 min

  2. 18 NOV

    High-for-longer shapes strategic view

    We see a world shaped by supply, with structural forces set to keep inflation pressures persistent and interest rates high for longer. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, highlights how we are evolving our strategic views as a result.

    4 min

  3. 11 NOV

    Zeroing in on secular forces, not cycles

    Market-moving events can highlight structural shifts underway. Our investment leaders grappled with the implications of a world shaped by supply at our 2025 Outlook Forum last week. Vivek Paul, the Global Head of Portfolio Research at the BlackRock Investment Institute, highlights the key takeaways from the event.

    3 min

  4. 4 NOV

    Structural forces playing out now

    The Federal Reserve is set to cut interest rates again this week. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, discusses why recent economic data supports our policy expectations for the Fed.

    4 min

  5. 28 OCT

    Seizing on fixed income swings

    U.S. short-term Treasury yields have risen and credit spreads have tightened recently. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, explains how gyrations in fixed income markets reinforce our preferences.

    3 min

  6. 21 OCT

    U.S. earnings strength stands out

    U.S. stocks are hitting new highs – after a summer slump – as Q3 corporate earnings season kicks off. Carolina Martinez Arevalo, Portfolio Strategist at the BlackRock Investment Institute, explains why we think U.S. earnings strength will keep broadening beyond tech.

    4 min

  7. 14 OCT

    Our conviction in global stocks

    China’s share surge shows the upside of keying on opportunities in global stocks when clear catalysts emerge. Ben Powell, Chief Investment Strategist for the Middle East and APAC at the BlackRock Investment Institute, highlights the investment opportunities we see in global stocks.

    3 min

  8. 7 OCT

    Our anchor in choppy markets

    Markets have swung sharply this year on shifting narratives. Our anchor in these choppy markets: viewing this as a world shaped by supply – not a typical business cycle. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, discusses why we stay risk-on heading into Q4, guided by a positive near-term macro picture.

    4 min
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About

From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets. 

Information

  • Creator
    BlackRock
  • Years Active
    2023 - 2024
  • Episodes
    69
  • Rating
    Clean
  • Copyright
    © 2024 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.
  • Show Website
    Market take

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