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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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  1. Midterms and AI in focus at 2027 Forum 3:28
  2. AI’s rising bill of expectations 3:28
  3. The Mideast energy shock’s next phase 3:59
  4. French bonds: a lesson in selectivity 3:41
  5. Upgrading U.S. Treasuries to lock in income 2:43
  6. China: up the value chain 4:00
  7. The AI buildout meets the 5% world 3:31
  8. EM equities: back to overweight 3:42
  9. Why Japan matters for U.S. bond investors 4:09
  10. Three lessons from a tumultuous 2026 3:34
  11. Two market signals, one story 3:25
  12. A quiet August? Not for investors. 3:24
  13. Cheaper AI, new earnings questions 3:44
  14. Staying risk-on in a more fragile world 3:59
  15. Japan bonds tell global repricing story 3:48
  16. Beyond the AI bubble debate 3:24
  17. Dollar strength shifts case for EM 3:36
  18. Powering through energy bottlenecks 4:17
  19. The need for a new portfolio approach 3:36
  20. Midyear Forum: speed meets scarcity 4:05
  21. The need to diversify diversifiers 4:01
  22. Upping developed stocks strategically 3:40
  23. Record U.S. stocks: disconnect or not? 3:57
  24. Earnings strength keeps us risk-on 3:29
  25. Persistent inflation constrains policy 3:33
  26. A supercharged AI mega force 3:39
  27. Back to overweight U.S. stocks 2:57
  28. Spotting pockets of EM resilience 4:20
  29. Mideast shock fuels investing themes 4:00
  30. Dialing down risk amid supply shock 4:21
  31. Pressures to shape Mideast conflict 4:12
  32. Gauging the Mideast supply shock 4:16
  33. Rethinking long-term investing 4:20
  34. New return drivers in Japan, Europe 3:28
  35. Software selloff shows AI acceleration 4:49
  36. Staying positive on emerging markets 4:23
  37. Tapping infrastructure’s potential 3:53
  38. Immutable laws in action again 4:01
  39. Immutable laws keeping us risk-on 4:10
  40. U.S. earnings: broadening strength 4:24
  41. Three investment lesson for 2026 4:28
  42. Diversification mirage in plain sight 4:56
  43. Soft labor market keeps Fed cut in play 5:03
  44. Keys to an EU investment renaissance 4:54
  45. At last, key U.S. economic data return 3:45
  46. AI front and center at our 2026 Forum 3:45
  47. Mega forces playing out in real time 3:40
  48. Keeping our macro scenarios fresh 3:51
  49. U.S. earnings: resilience is key 4:19
  50. U.S. dollar drop not that unusual - yet 4:43