The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.
Market take: Staying agile with our strategic views
We refresh our strategic views. We up developed market (DM) sovereign bonds to neutral yet stay underweight long-term bonds. We trim DM stocks to neutral. Vivek Paul, Global Head of Portfolio Research shares our Market take.
Low-Carbon Transition Investing 101
The transition to a low-carbon economy has emerged as a key player in the 5 mega forces that the BlackRock Investment Institute have been outlining for us in recent episodes. But what exactly does it mean to "invest in the transition to a low-carbon economy", how are investors seizing this opportunity, and why is this transition seen as a "mega force" for investors?
Helen Lees-Jones, Head of EMEA Corporate Strategy and Co-Head of the EMEA Sustainable & Transition Solutions group at BlackRock will reveal the top questions investors are asking about the low carbon transition and explain the driving factors.
Market Take: Volatility, a key feature of the new regime
We see volatility as a constant in the new regime. Wei Li, BlackRock Global Chief Investment Strategist, explains why we’re neutral long-term U.S. Treasuries.
Emerging Trends in Emerging Markets
In a world filled with financial uncertainties and rapidly changing economic landscapes, one thing remains clear. Emerging markets are becoming increasingly pivotal in shaping the global investment landscape. Jeff Spiegel, US head of BlackRock, megatrend International and Sector ETFs joins host Oscar Pulido to delve into specific global trends that are paving the way for emerging markets, including the intriguing concepts of supply chain rewiring, and demographic population shifts.
The Race Is On For EVs
Electric vehicles, or EVs, have been hailed as the future of transportation. They promise cleaner air, reduced dependence on fossil fuels, and a seismic shift in how we commute. But as we navigate this high-speed journey towards an electric future, there are certainly some speed bumps ahead, whether it's concerns about range anxiety, the availability of charging infrastructure, or simply the price tag of EVs.
Charlie Lilford, Portfolio Manager for BlackRock's Fundamental Equities business, joins host Oscar Pulido to talk about the rate of adoption of electric vehicles across the world. and where he sees the most exciting investment opportunities.
The Future Of Finance
The face of finance has evolved considerably of late. From changing financial architecture and payment applications through to regulatory developments and the impact of AI, all of which have major implications for banking’s business models.
Alex Brazier, Deputy Head of the BlackRock Investment Institute joins host Oscar Pulido, to talk about the first of these big megaforces, the future of finance. Alex will explain what this big shift will entail for banks, companies and investors as we grapple with a changing economy and structural changes.
Best Produced Finance Podcast Around!
I love this podcast! Oscar the host makes these conversations so interesting and relatable. I also think the way music is used in the podcast really serves it well. Refreshing to hear so much useful information relayed in such a digestible way in less than 20 mins. 5 stars!
Great podcast on 3 intersecting crises! It’s refreshing to hear a podcast long on facts and useful information and short on political skewing. Thanks.
BlackRock profits from war
Hilarious to get financial advice from a private company profiting directly from war! I just don’’ see how killing people is a great thing to invest in?