Mega forces: infrastructure required

Mega forces like AI are reshaping markets and economies, with multiple plausible outcomes ahead. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why this evolving investment landscape necessitates a new portfolio approach built around exposure ... Show More

Surging AI investment and geopolitical risks are showing how mega forces are reshaping the investment landscape. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, unpacks how these developments will shape the debate at BlackRock’s Midyear Investment Fo ... Show More

Surging long-term bond yields underscore our view that traditional portfolio diversification is being challenged in today’s macro regime. Beata Harasim, Senior Investment Strategist at the BlackRock Investment Institute, explains why investors may need a Plan B built around broad ... Show More

<p>Introducing Market take from the BlackRock Investment Institute. Market take is a quick, weekly, digest on what's driving markets, providing investing insights and analysis across asset classes, investment strategies and borders. You'll be able to hear Market take episodes rig ... Show More

<p>Gas supplies from Russia have been significantly reduced due to the war in Ukraine. OPEC has announced oil production cuts and both Europe and the U.S. have stubbornly high inflation that central banks are trying to control. With winter fast approaching, what impact will that ... Show More

<p>We refresh our strategic views. We up developed market (DM) sovereign bonds to neutral yet stay underweight long-term bonds. We trim DM stocks to neutral. Vivek Paul, Global Head of Portfolio Research shares our Market take.</p><p>This material is intended for information purp ... Show More

<p>What does the road to low-carbon trucking look like? Volvo Group CEO Martin Lundstedt joins host Mark Wiedman to talk about how the company is helping transform the future of transport with their fully electric heavy-duty trucks and why “partnership is the new leadership” to g ... Show More

<p>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?&nbsp;Wei Li, ... Show More

<p>In part 3 of the mini-series during Women’s History Month, Keri Mandell, CEO and founder of emPOWER Yoga and competitive athlete, talks to Carrie King, Global Deputy CIO within BlackRock's Fundamental Equities Business, about the power of mindset in her career journey as a bus ... Show More

<p>As inflation remains high in many developed markets, emerging market central banks were quicker to hike interest rates coming out of the pandemic that helped to steady their economies. What opportunities and risks could we see from emerging markets as the rest of the year play ... Show More

<p>Is the Fed caught between a rock and a hard place? It faces a stark choice between reducing inflation while maintaining economic growth, Blackrock Investment Institute’s Alex Brazier recently wrote a piece on our new blog series Macro Take and sits down with host Oscar Pulido ... Show More

<p>2022 has been a year to forget as far as investing goes, and in this episode of The Bid, host Will Su brings together two investors from different generations to examine the factors shaping the outlook for the U.S. stock market from their different vantage points and experienc ... Show More

<p><strong>The U.S. labor force has shrunk and not recovered since the start of the pandemic, and there are more jobs available than can be filled, so how is that affecting the economies current inflation woes? Jean Boivin, Head of the BlackRock Investment Institute joins host Os ... Show More