Episodit
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AI is experiencing a transformative moment, powering the phenomenal run in public markets, but the investment opportunities certainly transcend that small group of names. So where are the most compelling opportunities and how can AI investment not only build wealth, but contribute to a more efficient future?
Tony Kim, portfolio manager from BlackRock's Fundamental Equities team, joins Oscar to explore the evolving conversation around AI among industry leaders, rebut AI skepticism and examine the investment potential of quantum computing.
Sources: Google Investor call, July 2024 per Sundar Pichai
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures
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Economists around the world have been attributing the rise in costs of services and inflation in a number of countries to Taylor Swiftâs worldwide Eras tour. However, Swift herself can't be held fully responsible for some of the shifts in consumer spending habits that are influencing the prices of goods and services. There are many other macro and micro forces at play in driving spending behavior and inflation trends around the world. Tom Becker and Kate Moore are senior investors at BlackRock with decades of global macro and thematic investing experience between them. They join Oscar to discuss the changes in consumer spending behavior, the future path of interest rates, and what signs investors should be on the lookout for in the latter half of 2024.
Sources: 2024 Findings from the Diary of Consumer Payment Choice, Federal Reserve July 2024; Bureau of Labor Statistics CPI data 2022; âEurope has a Taylor Swift Problem: Eras Tour sparks inflation jittersâ Axios July 2024; âU.K. Inflation Steady as Economists Puzzle Over âTaylor Swift Effectsâ NYT, August 2024
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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Investors have started to worry about tech companies spending big on artificial intelligence. Carolina Martinez Arevalo, Portfolio Strategist of the BlackRock Investment Institute, explains why we focus on the broader story and stay overweight the AI theme.
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. 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.
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Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on A History of Investing in AI.
Artificial Intelligence has revolutionized industries and reshaped the way we live, work, and interact with technology. But before the age of self-driving cars, virtual assistants, and smart homes, there is a fascinating history of research, trials, and tribulations that laid the foundation for the AI-driven world we inhabit today. Oscar is joined by Jeff Shen, Co-CIO, and Co-head of Systematic Active Equity at BlackRock, to discover the history of AIâs investing booms and winters and what the current wave of AI investing has in store for investors.
Original episode aired: October 6th, 2023.
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. 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.
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Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on Is Japan At An Inflection Point?
Belinda Boa, Head of Active Investments for Asia Pacific at BlackRock joins Oscar to examine the prospects, challenges, and potential opportunities that may define Japan's future in the global investment sphere. Long regarded as an undervalued and overlooked market, Japan has been undergoing a profound transformation. The renewed interest in this market stems from a variety of factorsâ including revamped investor sentiment, evolving macroeconomic conditions and compelling corporate reforms. Will Japan be able live up to its potential and redefine its role on the global investment stage?
Original episode aired: January 26th, 2024.
Sources:
FactSet and MSCI (for current %); for 1989 %, 14 Fascinating Facts About Japanese Stocks -- From 1989 | The Motley Fool; History of Financial Crises, JAPANâS LOST DECADE, September 29, 2021; Japanese Inflation Rates: 1971 to 2024; Refinitiv Datastream, Japan Ministry of Internal Affairs and Communications, Reuters, BlackRock. Data as of Oct. 2023.; Bloomberg. Data as of Sept. 2023; Reuters âExplainer: What is the Tokyo Exchange's new list of firms disclosing capital efficiency plans?â January 15, 2024
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. 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.
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More central banks are starting to cut policy rates after their quick tightening during the pandemic. Natalie Gill, Portfolio Strategist at the BlackRock Investment Institute, explores why we think central banks will need to keep rates higher for longer and how that informs our bond and credit preferences.
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. 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.
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Introducing Market take, our weekly short form series on what's driving markets. Subscribe to Market take wherever you get your podcasts.
We see central bank policy expectations, equity factor rotations and currency moves driving the recent market volatility. Wei Li, Global Chief Investment Strategist at BlackRock, dives into these market drivers and explains how we navigate volatility by keying on corporate earnings and real economy investment opportunities.
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. 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.
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Over the summer, The Bid brings back some of the best episodes from this year. Kicking off the series, hosts Oscar and Stevie take a look back on GenAI Through A COO Lens.
Rob Goldstein, Chief Operating Officer of BlackRock, and Lance Braunstein, Head of Aladdin Engineering, share their optimistic perspectives on Gen AI and the evolution of technology over the past year. They discuss how AI is reshaping work patterns, empowering individuals through natural language interfaces, and revolutionizing client expectations. With a focus on talent development and the democratization of data, they envision a future where AI augments human capabilities, making organizations more efficient and individuals more adaptable.
Original episode aired: February 9th, 2024.
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. 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.
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What are the principles of stoicism and how can they be applied to investing to build long term wealth? Darius Foroux, author of the newly published book "The Stoic Path to Wealth" brings a fresh perspective on how the time-tested wisdom of Stoicism can be applied to achieve financial success in today's volatile markets. As we dive into the intersection of ancient philosophy and modern wealth management, weâll discover the ways in which Stoicism can offer a path to not just wealth, but also to a more fulfilling and tranquil life.
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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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 investment strategies, and ultimately answer the question of how investors can position themselves in this unprecedented era of change.
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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In this special episode, weâve asked some of our listeners to send in some questions about their retirement concerns. Here with me are retirement experts Anne Ackerley, Senior Advisor on Retirement and Liz Koehler, Head of US Wealth Advisor Engagement here at BlackRock. Together weâll answer your questions about saving for retirement and give you some strategies to consider to help you become retirement ready.
Sources: AARP Financial Security Trends Survey, January 2024; AARP 2022; IRS, 2024; BlackRockâs 2024 Read on Retirement Survey; Social Security Administration âWhen to start receiving retirement benefitsâ
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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Latin America is a region at the cusp of a transformative era as a region. It's become a hotbed of discussion for investors worldwide, as it undergoes a remarkable convergence of forces from a new era of high rates and macro risk to the rise of Nearshoring in Mexico and the demographic changes shaping retirement.
Axel Christensen, Chief Investment strategist for Latin America for the BlackRock Investment Institute, will help us explore how the tectonic shifts in demographics and the strategic embrace of infrastructure spending are creating a mosaic of investment opportunities and what makes Latin America an epicenter of global change.
Sources: Mexico: Average age of the population from 1950 to 2100; World Finance âA Bright Future For Mexicoâ
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AIâs increasing demand for data centers. David Giordano, Global Head of BlackRock Climate Infrastructure, helps us explore the major structural forces driving this change, and examine the role of private capital in bridging the financing gap for new energy investments and how changes in supply chain strategies are influencing the infrastructure investment landscape.
Sources: The Infrastructure Blueprint, BlackRock June 2024; UN Revision of World Population Prospects 2022
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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India has recently become the world's most populous country overtaking China and is projected to become the world's third largest global economy by 2027.
Gargi Pal Chaudhuri, Chief Investment and portfolio strategists for the Americas at BlackRock and Tara Iyer, Chief US macro strategist for the BlackRock Investment Institute join host Oscar Pulido to uncover the various factors that are driving India's growth and what hurdles may yet lie ahead for investors.
Sources: âMapping India's growth story to mega forcesâ, BlackRock Investment Institute, January 2024; âInsight on India, the worldâs fastest-growing major economyâ, iShares market insights April 2024; IMF World Economic Outlook, Jan. 2024; BlackRock, Morningstar as of 12/31/2023; National Stock Exchange of India, BSE as of Dec. 31, 2023
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The world remains abuzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in power demand, and this demand could redefine energy consumption as we know it. Today we ask the critical question: is the energy sector equipped for the AI power revolution?
Will Su, of BlackRock's Fundamental Equities team, is one of BlackRockâs leading voices on all things energy. Will walks us through the sectorâs pivotal role in the build-out and future of AI and digs into the potential investment opportunities and challenges.
Sources: âElectricity Mixâ Our world in energy, January 2024; âWhat is U.S. electricity generation by energy source?â Energy Information Administration, âOpenAI Presents GPT-3, a 175 Billion Parameters Language Modelâ Nvidia, 2020; GPT-4 Details Revealed, Patrick McGuinness, 2023; Data Centers Around The World, United States International Trade Commission 2021; âNorth America Data Center Trends H2 2023â, CBRE 2024; âElectric power sector CO2 emissions drop as generation mix shifts from coal to natural gasâ EIA, 2021; âElectravisionâ JPMorgan, March 2024; âFuel Mixâ Ercot, March 2024; âTelevision, capturing America's attention at prime time and beyondâ US bureau of Labor Statistics, September 2018.
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 issued by BlackRock Investment Management (UK) Limited who is authorized and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorized and regulated by the Netherlands Authority. 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.
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American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. But, can this resilience continue as difficult market conditions persist?
Lisa Yang, portfolio manager and co-head of the consumer industry âsuper groupâ within BlackRock Fundamental Equities, joins Oscar Pulido to give a pulse check on consumer resilience and the implications in the equities market.
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 issued by BlackRock Investment Management (UK) Limited who is authorised and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorised and regulated by the Netherlands Authority. 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.
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AI has powered stock market returns over the past year, but what are investors missing beyond AI? Carrie King, U.S. and Developed Markets CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to shine a light into forgotten corners of the US equity market to uncover what may be some underappreciated sources of return.
Sources: BlackRock Fundamental Equities analysis with data from FactSet as of April 17, 2024; âThe Looming Patent Cliff: Big Pharma Giants Brace for Fallâ, Healthcare Technology Report, February 13th 2024; Russell 1000 and Russell 3000 as of April 2024
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 issued by BlackRock Investment Management (UK) Limited who is authorised and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorised and regulated by the Netherlands Authority. 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.
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For more than a decade, Larry has written an annual letter not only to focus on critical long-term issues but also to start a conversation about finding solutions. This year, Larry Fink, CEO and Chairman of BlackRock is considering the challenge of retirement, why it has become an increasingly difficult proposition for too many, and what opportunities exist and will be developed to help people achieve their financial freedom.
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. 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.
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You might not think of insurance as such a key input to their overall consumption basket, but the impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process.
Mike Pensky, portfolio manager within BlackRock's Multi-Asset Group joins Oscar to help us understand the connection between insurance and inflation, the possibility for rising insurance premiums to persist, and how investors can position their portfolios in a new market regime.
Sources: Insurance, Inflation, Issuance, BlackRock Insights, Dec 4th 2023; Bureau of Labor Statistics, March 2024
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. 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.
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The BlackRock Investment Institute has outlined five mega forces that are shaping the macroeconomic landscape and demographic divergence is another one of them. The aging of populations will limit how much major economies can produce and grow, leaving governments with less tax revenue to support rising retirement and healthcare expenses. The impact of fewer workers could result in lower corporate profits and higher government debt unless economies adapt to mitigate these pressures. So, what does this mean for investors and what risks and opportunities does this megaforce create?
Nicholas Fawcett, Senior Economist in the BlackRock Investment Institute and Peter Fisher, head of BlackRock's Global Retirement Initiative join Oscar to uncover the impact of this megaforce on global economies and the potential risks and opportunities investors should consider.
Sources: âThe peak 65Âź Zone Is Hereâ, Retirement Income Institute, January 2024; Decoding Demographic Divergence, BlackRock, March 2024; U.N. World Population Projections (WPP) (2022): scenario assuming medium fertility; U.S. Congressional Budget Office (2024), The Budget and Economic Outlook: 2024 to 2034, February 2024
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