TheBitCast

Market take

Autor: BlackRock

From the BlackRock Investment Institute, Market take is a quick, weekly digest on what's driving markets. The podcast series provides investing insights and analysis across asset classes, investment strategies and borders – all to help our clients and portfolio managers navigate financial markets.

Odcinki

  1. The Mideast energy shock’s next phase – Market take
  2. French bonds: a lesson in selectivity – Market take
  3. Upgrading U.S. Treasuries to lock in income – Market take
  4. China: up the value chain – Market take
  5. The AI buildout meets the 5% world – Market take
  6. EM equities: back to overweight – Market take
  7. Why Japan matters for U.S. bond investors – Market take
  8. Three lessons from a tumultuous 2026 – Market take
  9. Two market signals, one story – Market take
  10. A quiet August? Not for investors. – Market take
  11. Cheaper AI, new earnings questions – Market take
  12. Staying risk-on in a more fragile world – Market take
  13. Japan bonds tell global repricing story – Market take
  14. Beyond the AI bubble debate – Market take
  15. Dollar strength shifts case for EM – Market take
  16. Powering through energy bottlenecks – Market take
  17. The need for a new portfolio approach – Market take
  18. Midyear Forum: speed meets scarcity – Market take
  19. The need to diversify diversifiers – Market take
  20. Upping developed stocks strategically – Market take
  21. Record U.S. stocks: disconnect or not? – Market take
  22. Earnings strength keeps us risk-on – Market take
  23. Persistent inflation constrains policy – Market take
  24. A supercharged AI mega force – Market take
  25. Back to overweight U.S. stocks – Market take
  26. Spotting pockets of EM resilience – Market take
  27. Mideast shock fuels investing themes – Market take
  28. Dialing down risk amid supply shock – Market take
  29. Pressures to shape Mideast conflict – Market take
  30. Gauging the Mideast supply shock – Market take