The surging AI investment in recent tech earnings reports shows that mega forces – big structural shifts like AI – are key drivers of returns. Yet no one knows the long-term outcomes of the economic transformation these mega forces are powering. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, breaks down why it’s important to trac ... Show More
Oct 19
French bonds: a lesson in selectivity
Higher bond yields are creating new investment opportunities, but France’s bond selloff shows why the drivers of those yields matter. Beata Harasim, Senior Investment Strategist at BlackRock Investment Institute, explains why selectivity is key and where we see opportunities acro ... Show More
3m 41s
Oct 12
Upgrading U.S. Treasuries to lock in income
Higher yields and potentially excessive Fed tightening expectations create room to unwind our U.S. Treasury underweight, a mainstay for most of the last six years. Wei Li, Global Chief Investment Strategist at BlackRock, explains why we upgrade Treasuries, favoring short-term bon ... Show More
2m 43s
Jul 2024
182: 2024 Midyear Outlook: Waves of Transformation
<p>Vivek Paul, UK Chief Investment Strategist for the BlackRock Investment Institute joins host Oscar Pulido to discuss the rise of AI and its potential to deliver a productivity boom, the role of private markets in infrastructure, and how geopolitical dynamics are influencing in ... Show More
19m 56s
Nov 2023
153: Market Take: Volatility, a key feature of the new regime
<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
4m 6s
Nov 2025
Smart ways to invest in AI beyond Nvidia, Palantir, and Meta
AI isn’t just transforming tech, it’s reshaping the entire investing playbook. In this episode of Stocks in Translation, Hennion & Walsh Chief Investment Officer Kevin Mahn joins host Allie Canal and Senior Reporter Brooke DiPalma to discuss the AI ecosystem and how artificial in ... Show More
24m 33s
Oct 2025
236: Investing in AI – From Its Origins to What Lies Ahead for Energy, Geopolitics, and Markets
<p>Artificial intelligence is one of the most powerful forces reshaping the global economy, technology, and investing. But understanding AI requires looking at the full story — where it began, how it is unfolding, and where it is headed next.</p><p>With recent headlines in OpenAI ... Show More
17m 27s