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 across sovereign bonds and credit.
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
Sep 28
China: up the value chain
China is increasingly competing on quality, not just scale, in advanced manufacturing. Serena Jiang, Economist at the BlackRock Investment Institute, explains how this shift is creating uneven impacts for companies and investors around the world.General disclosure: This material ... Show More
4 m
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
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
Oct 2022
102: How is the Labor Market Impacting Inflation?
<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
17m 42s