2024 Midyear Outlook: Waves of Transformation
The Bid
by BlackRock
7h ago
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 no ..read more
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Are You Retirement Ready? A Call-In Guide To Retirement
The Bid
by BlackRock
1w ago
In this special episode, we’ve 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 we’ll 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; BlackRock’s 2024 Read on Retirement Survey; Social Security Administration “When to start receiving re ..read more
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Nearshoring Dynamics: Latin America’s Strategic Economic Shift in the Global Market
The Bid
by BlackRock
2w ago
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 La ..read more
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Investing In The Future: The New Era of Infrastructure
The Bid
by BlackRock
3w ago
Infrastructure is experiencing a transformative moment, owing to the rise of remote work, the digital revolution, urbanization and a changing energy landscape driven by AI’s 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 ..read more
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Is India The Next Global Growth Powerhouse?
The Bid
by BlackRock
1M ago
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: “Mapping India's growth story to mega forces”, BlackRock Investment Institute, January 2024; “Insight on India, the world’s fas ..read more
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AI And The Energy Grid: Solving for AI’s Power Needs
BlackRock » The BID Podcast
by BlackRock
1M ago
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 BlackRock’s leading voices on all things energy. Will walks us through the sector’s pivotal role in the build-out and future of AI and digs into the potential investment opportunities and challenges. Sources: “Ele ..read more
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How Is Consumer Resilience Adapting To Changing Market Conditions?
BlackRock » The BID Podcast
by BlackRock
1M ago
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 “super group” 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 a ..read more
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Equity Opportunities Beyond AI
BlackRock » The BID Podcast
by BlackRock
1M ago
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; “The Looming Patent Cliff: Big Pharma Giants Brace for Fall”, Healthcare Technology Report, February 13th 2024; Russell 1000 and Russell 3000 as of April 2024 This cont ..read more
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Larry Fink on Rethinking Retirement
BlackRock » The BID Podcast
by BlackRock
1M ago
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 listene ..read more
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What Can Insurance Premiums Tell Us About Inflation?
BlackRock » The BID Podcast
by BlackRock
1M ago
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 ..read more
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