156: Market take: Three investment themes at COP28
The low-carbon transition is one of five mega forces, or structural shifts, we track for investment risks and opportunities. Christopher Weber, Head of Climate Research at the BlackRock Investment Ins...
4 Dec 20235min
155: Market take: Staying agile with our strategic views
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...
27 Nov 20234min
154: Low-Carbon Transition Investing 101
The transition to a low-carbon economy is one of the 5 mega forces that the BlackRock Investment Institute have been outlining for us in recent episodes. But what exactly does it mean to "invest in th...
24 Nov 202319min
153: Market Take: Volatility, a key feature of the new regime
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, inves...
20 Nov 20234min
152: Emerging Trends in Emerging Markets
In a world filled with financial uncertainties and rapidly changing economic landscapes, one thing remains clear. Emerging markets are becoming increasingly pivotal in shaping the global investment la...
10 Nov 202319min
151: The Race Is On For EVs
Electric vehicles, or EVs, have been hailed as the future of transportation. They promise cleaner air, reduced dependence on fossil fuels, and a seismic shift in how we commute. But as we navigate thi...
3 Nov 202319min
150: The Future Of Finance
The face of finance has evolved considerably of late. From changing financial architecture and payment applications through to regulatory developments and the impact of AI, all of which have major imp...
27 Okt 202315min
149: 5 Forces Shaping The Retirement Outlook
In periods of volatility, investors can often be short sighted when considering the outlook ahead. But your retirement is a journey that's not only personal, but also profoundly influenced by external...
20 Okt 202321min
