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Market take

BlackRock

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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160 Folgen

  1. AI’s rising bill of expectations 3:28
  2. The Mideast energy shock’s next phase 3:59
  3. French bonds: a lesson in selectivity 3:41
  4. Upgrading U.S. Treasuries to lock in income 2:43
  5. China: up the value chain 4:00
  6. The AI buildout meets the 5% world 3:31
  7. EM equities: back to overweight 3:42
  8. Why Japan matters for U.S. bond investors 4:09
  9. Three lessons from a tumultuous 2026 3:34
  10. Two market signals, one story 3:25
  11. A quiet August? Not for investors. 3:24
  12. Cheaper AI, new earnings questions 3:44
  13. Staying risk-on in a more fragile world 3:59
  14. Japan bonds tell global repricing story 3:48
  15. Beyond the AI bubble debate 3:24
  16. Dollar strength shifts case for EM 3:36
  17. Powering through energy bottlenecks 4:17
  18. The need for a new portfolio approach 3:36
  19. Midyear Forum: speed meets scarcity 4:05
  20. The need to diversify diversifiers 4:01
  21. Upping developed stocks strategically 3:40
  22. Record U.S. stocks: disconnect or not? 3:57
  23. Earnings strength keeps us risk-on 3:29
  24. Persistent inflation constrains policy 3:33
  25. A supercharged AI mega force 3:39
  26. Back to overweight U.S. stocks 2:57
  27. Spotting pockets of EM resilience 4:20
  28. Mideast shock fuels investing themes 4:00
  29. Dialing down risk amid supply shock 4:21
  30. Pressures to shape Mideast conflict 4:12
  31. Gauging the Mideast supply shock 4:16
  32. Rethinking long-term investing 4:20
  33. New return drivers in Japan, Europe 3:28
  34. Software selloff shows AI acceleration 4:49
  35. Staying positive on emerging markets 4:23
  36. Tapping infrastructure’s potential 3:53
  37. Immutable laws in action again 4:01
  38. Immutable laws keeping us risk-on 4:10
  39. U.S. earnings: broadening strength 4:24
  40. Three investment lesson for 2026 4:28
  41. Diversification mirage in plain sight 4:56
  42. Soft labor market keeps Fed cut in play 5:03
  43. Keys to an EU investment renaissance 4:54
  44. At last, key U.S. economic data return 3:45
  45. AI front and center at our 2026 Forum 3:45
  46. Mega forces playing out in real time 3:40
  47. Keeping our macro scenarios fresh 3:51
  48. U.S. earnings: resilience is key 4:19
  49. U.S. dollar drop not that unusual - yet 4:43
  50. Fed's room to ease keeps us risk-on 3:33