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Market take
by BlackRock Investment Institue
118 EPISODES
Nov 17
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All Episodes
Keys to an EU investment renaissance
BlackRock Investment Institue
At last, key U.S. economic data return
BlackRock Investment Institue
AI front and center at our 2026 Forum
Blackrock
Mega forces playing out in real time
Blackrock
Keeping our macro scenarios fresh
Blackrock
U.S. earnings: resilience is key
Blackrock
U.S. dollar drop not that unusual - yet
Blackrock
Fed's room to ease keeps us risk-on
Blackrock
Why we still like Japan in global stocks
Blackrock
Sticking with granular views in Europe
Blackrock
Staying risk-on as macro tensions ease
Blackrock
Three drivers for emerging markets
Blackrock
Three lessons from an eventful 2025
Blackrock
Mega forces the new long-term anchor
Blackrock
U.S. tug-of-war: earnings vs. tariffs
Blackrock
Stablecoins look here to stay
Blackrock
A new regime for income in portfolios
Blackrock
Why now is a great time for alpha
Blackrock
Time to be more tactical
Blackrock
Tariff and tax policy back center stage
Blackrock
Geopolitical rifts drive defense theme
Blackrock
Watching for tariff impacts to kick in
Blackrock
Finding opportunities in uncertainty
Blackrock
A bumpy ride upwards for global yields
Blackrock
Staying nimble as energy policy pivots
Blackrock
U.S. risk assets still core to portfolios
Blackrock
Still selective as trade conflict cools
Blackrock
Tracking the trade conflict disruptions
Blackrock
Hard economic rules can bind quickly
Blackrock
When economic rules start to bind policy
Blackrock
Our take on the U.S. tariff pause
Blackrock
Evolving our views as uncertainty bites
Blackrock
Finding a path through near-term volatility
Blackrock
Doing the math on U.S. policy shifts
Blackrock
Bright spots in global stocks
Blackrock
A disconnect with economic fundamentals
Blackrock
Big policy shifts reinforce higher rates
Blackrock
Leaning on the tactical in our views
Blackrock
Broadening out our pro-risk view
Blackrock
AI a key driver of the power outlook
Blackrock
Tweaking our views yet staying risk on
Blackrock
AI mega force could be accelerating
Blackrock
U.S. earnings key for our overweight
Blackrock
Higher-for-longer the new consensus
Blackrock
Triggers to change our pro-risk view
Blackrock
Three investment lessons from 2024
Blackrock
Diversifying our portfolio diversifiers
Blackrock
Staying pro-risk into 2025
Blackrock
Uneven earnings call for granularity
Blackrock
Getting active to identify AI winners
Blackrock