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53 episodes
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Market take BlackRock
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5.0 • 5 Ratings
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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.
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Tech still likely to deliver on earnings
A tech-driven pullback has hit stocks this month as investors piled into segments like smaller companies. Wei Li, Global Chief Investment Strategist at the BlackRock Investment Institute, explains why we think tech will drive returns as consensus expects big tech companies to carry positive earnings results.
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Waves of transformation
The BlackRock Investment Institute believes the world could be undergoing a transformation on par with past technological revolutions. Jean Boivin, Head of the BlackRock Investment Institute, highlights the three themes of the 2024 Midyear Outlook.
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Taking a page out of the EM playbook
Developed market central banks are starting to cut policy rates. Axel Christensen, Chief Investment Strategist for Latin America at the BlackRock Investment Institute, shares why we think they will have to keep them higher for longer, as some emerging markets already are.
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Leaning into income in fixed income
Total income has returned to credit thanks to higher-for-longer interest rates. Devan Nathwani, Portfolio Strategist of the BlackRock Investment Institute, shares why we prefer pockets of credit where investors are better compensated for risk.
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Sticking with U.S. tech surge
We see a small group of tech winners leading stock gains as a feature of the artificial intelligence theme – not a flaw. We stay overweight U.S. stocks. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains more.
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Consensus forms at Outlook Forum
There’s broad agreement among portfolio managers that a concentrated group of AI winners will drive returns over a short-term tactical horizon. Nicholas Fawcett, Senior Economist at the BlackRock Investment Institute, takes us inside the 2024 midyear outlook forum at BlackRock.
Customer Reviews
Easy digest
Great short takes on the markets! Glad to get regular insights from BlackRock in podcast format.