48 episodes

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. 

Market take BlackRock

    • Business
    • 5.0 • 5 Ratings

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. 

    Consensus forms at Outlook Forum

    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.

    • 3 min
    What we’re watching in 2024 elections

    What we’re watching in 2024 elections

    Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute shares why we stay overweight U.S. stocks heading into the election yet are cautious on Treasuries.

    • 3 min
    Not your typical rate cutting cycle

    Not your typical rate cutting cycle

    We see inflation limiting how much central banks can cut interest rates. Ann-Katrin Petersen, Chief Investment Strategist at the BlackRock Investment Institute, shares why we like U.S. stocks over Europe’s as they benefit from artificial intelligence.

    • 3 min
    Mega forces: infrastructure required

    Mega forces: infrastructure required

    Mega forces are creating major infrastructure needs. Christian Olinger, Portfolio Strategist of the BlackRock Investment Institute discusses why we find the most investment opportunities today in places where multiple mega forces intersect.

    • 3 min
    Staying dynamic in our strategic views

    Staying dynamic in our strategic views

    We stay dynamic on a strategic horizon to take advantage of sharp valuation shifts. Vivek Paul, Global Head of Portfolio Research at the BlackRock Investment Institute, shares why we go overweight emerging market stocks for the first time since 2020.

    • 4 min
    Weak yen unlikely to end Japan’s rally

    Weak yen unlikely to end Japan’s rally

    We think the weak yen is unlikely to end the positive momentum in Japanese equities. Ben Powell, Chief Investment Strategist for Asia Pacific of the BlackRock Investment Institute, explains why we stay overweight Japanese stocks.

    • 3 min

Customer Reviews

5.0 out of 5
5 Ratings

5 Ratings

PeterPendergast ,

Easy digest

Great short takes on the markets! Glad to get regular insights from BlackRock in podcast format.

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
Masters of Scale
WaitWhat
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network
The Diary Of A CEO with Steven Bartlett
DOAC

You Might Also Like

The Bid
BlackRock
Goldman Sachs The Markets
Goldman Sachs
At Any Rate
J.P. Morgan Global Research
Notes on the Week Ahead
Dr. David Kelly
Insights Now
Dr. David Kelly, J.P. Morgan Asset Management
Thoughts on the Market
Morgan Stanley