logo
episode-header-image
Dec 2022
21m 30s

108: 2023 Outlook: A New Investment Play...

Blackrock
About this episode

In 2022, the economy experienced volatile and decelerating growth as well as high inflation, leading economists to believe that gradual easing of inflation is unlikely as central banks are set to over tighten policy. So what does 2023 have in store for investors? Wei Li, BlackRock’s Global Chief Investment Strategist, and Vivek Paul Head of Portfolio Research join Oscar Pulido to look ahead to the key themes for 2023.

Sources referenced: Inflation CPI October 2022, Statistica

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. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. 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. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Up next
Jul 3
226: 2025 Midyear Outlook: How investors Can Get A Grip on Economic Uncertainty
So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock ... Show More
20m 32s
Jun 27
225: Retirement Planning: What New Legislation Could Mean For Your Retirement Account
In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save ... Show More
19m 9s
Jun 20
224: Systematic Investing: The Role of Consistent Alpha in Volatile Markets
The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in ... Show More
19m 36s
Recommended Episodes
Jan 2024
E208 – ETF Industry Outlook
Despite turbulent markets in 2023, the ETF industry continues to thrive, providing Canadian Investors with new options for growth. Portfolio manager Alfred Lee and your host, McKenzie Box, take a deep dive into the themes driving demand and the benefits ETFs have to various user ... Show More
17m 34s
Oct 2023
Nizar Tarhuni: The State of Private Markets and Venture Capital Investing
Nizar Tarhuni heads up research for PitchBook, which is a Morningstar affiliate. PitchBook is a premier provider of data on public and private markets. We’re going to focus a little bit more on private markets today because this topic is aligned with what we’ve been talking about ... Show More
53m 26s
Jan 2024
E207 – 2024 BMO ETF Desk Update on Positioning
In this episode, the team discusses the latest quarterly Portfolio Strategy Report (QSR) and Fixed Income Strategy Report (FISR), which examine interest rate expectations, the Technology sector, U.S. and Canadian banks, a barbell strategy to add duration, and portfolio positionin ... Show More
19m 29s
Feb 2023
Data Assets & Alpha Group: A YTD Short Squeeze – Assessing Global Equity Signals From Here
In this episode, the group dig into the YTD rally in global equities, looking at the extent to which it has been a pain trade, with shorts squeezing and popular ‘momentum’ equities underperforming.  They then dive into their Global Signal from the Noise framework to assess equity ... Show More
16m 49s
Dec 2023
Markets latest, 2024 preview
Join OANDA Senior Market Analysts & podcast guest Nick Syiek (TraderNick) as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delive ... Show More
14m 5s
Feb 2024
US & UK inflation ahead, Bitcoin nears $50,000
Join OANDA Senior Market Analysts as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide ... Show More
7m 1s
Sep 2023
Asian markets down ahead of CB decisions
Join OANDA Senior Market Analysts as they review the latest market news and moves. MarketPulse provides up-to-the-minute analysis on forex, commodities and indices from around the world. MarketPulse is an award-winning news site that delivers round-the-clock commentary on a wide ... Show More
14m 10s
Feb 2024
Japan: Uncharted territory
In this week’s CIO Weekly Investment Outlook podcast, the Private Bank’s Chief Investment Officer in APAC, Stefanie Holtze-Jen, discusses what’s driving the Nikkei to new highs. She says structural reform in Japan, a positive outlook for wage growth and Yen weakness benefitting e ... Show More
14m 26s
Nov 2023
E200 – Is the End of Fed Rate Hikes in Sight?
Has the latest U.S. CPI print cemented the end to Fed rate hikes? In our 200th episode, portfolio managers Matt Montemurro, Chris McHaney, and your host, McKenzie Box, analyze this small, but important, improvement on the inflation front. They also discuss what’s trending in BMO ... Show More
25m 21s