The Bid

BlackRock
  • 4.3 (247)
  • INVESTING
  • UPDATED WEEKLY
The Bid

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 to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

  1. 5D AGO

    The Rise and Growth Of Venture Debt In The Investing Landscape

    When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in the growth debt team at BlackRock, joins Oscar to help us understand the current themes driving growth and venture debt opportunities, how his team identifies and evaluates emerging trends, and the role of relationships and local presence shaping the future of this market.

    20 min

  2. MAR 21

    The Evolution of Private Markets in Modern Investment Portfolios

    When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private market investments and how are these trends reshaping the strategies of investors compared to previous cycles?

    21 min

  3. MAR 14

    The Role of Low-Carbon Opportunities In The Infrastructure Investing Landscape

    Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explore the significance of infrastructure from an investing perspective, the opportunities in public markets, and the long-term growth potential from investments in renewable energy. Timestamps: 00:00 Introduction to Low-Carbon Infrastructure 00:41 Market Insights with Helen Jewell 03:45 The Role of Public Markets in Infrastructure 07:47 Low Carbon Infrastructure and Energy Needs 10:21 Utilities and Renewable Energy Investments 16:23 Challenges in Infrastructure Investing 17:57 Conclusion and Future Outlook Sources: “Growth in global electricity demand is set to accelerate in coming years” in IEA, February 2025; BGF Sustainable Growth Infrastructure Fund, Fundamental Equities, BlackRock Febrruary 2025; FTSE Developed Core Infrastructure Index = 3.35%, Source: FTSE Russell as at 31 January 2025; National Grid Sell US Onshore Renewables Arm $174billion Brookfield” Reuters, February 2024; Bloomberg NEF, January 2025; Bloomberg New Energy Outlook, 2025; “How Copper Will Shape Our Future” BHP, September 2025; This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures low carbon investing, low carbon infrastructure, infrastructure, infrastructure investing, low carbon opportunities, copper, metals, infrastructure investments, blackrock investment insights, low-carbon See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

    19 min

  4. FEB 28

    The Intersection of AI and Geopolitics From An Investing Lens

    Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors?

    23 min

  5. FEB 21

    Thematic Investing: Finding Tomorrow's Investing Themes Today

    Thematic investing is gaining traction in today's investing landscape, but what exactly is thematic investing and how can investors take advantage of this new trend?

    16 min

  6. FEB 14

    Why Are Bond Yields Rising As Rates Are Cut?

    Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what’s driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles?

    19 min

  7. FEB 7

    The Economic Impact of Tariffs: How the New U.S. Tariff Policy is Shaping Global Markets

    Trade policies have always been a critical aspect of global economies and recent developments in US. Tariffs have sparked market volatility and discussions around the impact on inflation. The latest tariff announcements by President Trump have sent ripples through the market, affecting various sectors, and raising questions about their long-term impact. But what exactly are these new tariffs and how will they influence US companies, global supply chains and the broader market?

    22 min

  8. JAN 24

    A Macro and Geopolitical Outlook – Live from Davos

    In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos.

    25 min
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4.3
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About

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 to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Information

  • Creator
    BlackRock
  • Years Active
    2018 - 2025
  • Episodes
    216
  • Rating
    Clean
  • Copyright
    © 2025 BlackRock, Inc. All Rights Reserved. BLACKROCK is a registered trademark of BlackRock, Inc. All other trademarks are those of their respective owners.
  • Show Website
    The Bid

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