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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.
Episode | Date |
---|---|
Looking through the Fed’s signals
|
May 06, 2024 |
Mega forces: why they matter now
|
Apr 29, 2024 |
Higher bar for U.S. earnings to deliver
|
Apr 22, 2024 |
Earnings growth not just about tech
|
Apr 15, 2024 |
Playing demographic divergence now
|
Apr 08, 2024 |
Staying nimble while seeking income
|
Apr 01, 2024 |
Why we stay risk-on in the short term
|
Mar 25, 2024 |
U.S. & Japan: a tale of two overweights
|
Mar 18, 2024 |
Low-carbon transition themes in 2024
|
Mar 11, 2024 |
Taking selective risk in credit
|
Mar 04, 2024 |
Japan stocks: high can go higher
|
Feb 26, 2024 |
Strategic reasons to get active
|
Feb 20, 2024 |
Staying selective in emerging markets
|
Feb 12, 2024 |
Earnings unlikely to spoil stock rally
|
Feb 05, 2024 |
Upgrading broad U.S. stocks
|
Jan 29, 2024 |
Geopolitical fragmentation plays out
|
Jan 22, 2024 |
Why stocks can stay upbeat, for now
|
Jan 16, 2024 |
Navigating macro currents in 2024
|
Jan 08, 2024 |
Three 2023 investment lessons we carry into 2024
|
Jan 02, 2024 |
Putting money to work
|
Dec 11, 2023 |
Three investment themes at COP28
|
Dec 04, 2023 |
Getting granular in our strategic views
|
Nov 27, 2023 |
Volatility a key feature of new regime
|
Nov 20, 2023 |
AI: a mega force driving returns now
|
Nov 13, 2023 |
Going granular in developed market stocks
|
Nov 06, 2023 |
An evolving U.S. financial landscape
|
Oct 30, 2023 |
U.S. stocks: selective as earnings stall
|
Oct 23, 2023 |
U.S. yields: two-way volatility ahead
|
Oct 16, 2023 |
Why structural changes matter now
|
Oct 09, 2023 |
Finding new opportunities as Q4 starts
|
Oct 02, 2023 |
Bond yields surge as new volatile regime plays out
|
Sep 25, 2023 |
Seizing opportunities in the new regime
|
Sep 18, 2023 |
New macroeconomic regime fuels market narrative flip flops
|
Sep 11, 2023 |
Favoring short-term bonds long term
|
Sep 05, 2023 |
Three takeaways from U.S. earnings season
|
Aug 14, 2023 |
Opportunities in rewiring globalization
|
Aug 07, 2023 |
Tighter monetary policy all around
|
Jul 31, 2023 |
Central bank inflation fight to carry on
|
Jul 24, 2023 |
The emerging market edge
|
Jul 17, 2023 |
Show us the earnings growth
|
Jul 10, 2023 |
2023 Midyear Investment Outlook
|
Jul 03, 2023 |
Japan stands out from developed pack
|
Jun 26, 2023 |