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BlackRock Insights

BlackRock is one of the world's leading providers of timely market insights and commentary for advisors. Our insights hub provides the latest BlackRock thought leadership and market commentary to help advisors navigate financial markets and stay ahead of the curve.
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Now may be an opportunity for bonds: 2024 fixed income ideas
2024 may be a turning point for fixed income – find strategies for your clients’ portfolios.
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Podcasts by BlackRock

Get to know our featured podcasts. In the Know is made exclusively for advisors and their clients. The Bid is our top-rated financial podcast produced for a wide range of investors.

Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

In the know podcast
In the know podcast /
Stocks 2024: In search of opportunities beyond the ‘Magnificent 7’

Kristy Akullian, iShares Senior Investment Strategist, discusses the so-called 'Magnificent 7' stocks as well as where she sees opportunity in 2024.

The Bid

This popular financial podcast is designed for a wide range of professional and individual investors. The Bid breaks down what's happening in the world of investing and explores the forces changing the economy and finance.

Listen to more episodes of The Bid podcast

Videos & Webinars

Within just a few minutes, get a breakdown and clear takeaways about the latest market events. Count on webinar replays and videos for timely insights on markets, geopolitics and economics.

 

Market take

Weekly video_20240429

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Mega forces, structural forces, including geopolitical fragmentation remain the right lens through which we look at what’s happening in the economy and also what’s happening in markets.

Title slide: Mega forces: why they matter

1: Hedging for geopolitical risk

In this new geopolitical regime where risks for escalation are persistently higher compared to before. Instead of immediately fading the market reaction, actually thinking about having exposures in portfolios that give some geopolitical risk hedging or reasonable valuation makes sense, like energy, like the dollar, for example, and inflation-linked bonds.

2: AI to ease supply constraints

Moving over to AI which is a key mega force that we have identified that we have been overweight for a while now. This week’s earnings reporting continues to show that there is more runway for this theme to play out.

But we’re not looking at the obvious kind of just the tech sector and the magnificent seven, but also secondary beneficiaries of the AI mega force. We’re looking at data center, infrastructure, energy as well. You think about energy needs in the context of AI analytics all of that creates, actually represents lots of opportunities both in the public market as well as in the private market.

Aging and labor markets

Aging population is another mega force. And if you think about aging populations it does represent slower productivity and demand representing in turn lower trend growth. But if you look, for example, the last two years or so in the U.S., 3 million immigrations. That actually has helped partially offset some of the labor constraints from aging population. But it has helped, but it has not alleviated the constraints and we do expect this to bite going forward. And that’s a key theme population changes and what that means for overall investing and also demand, overall productivity growth.

Outro: Here’s our Market take

Closing frame: Read details:

www.blackrock.com/weekly-commentary.

Market take

Weekly video_20240429

Wei Li

Opening frame: What’s driving markets? Market take

Camera frame

Mega forces, structural forces, including geopolitical fragmentation remain the right lens through which we look at what’s happening in the economy and also what’s happening in markets.

Title slide: Mega forces: why they matter

1: Hedging for geopolitical risk

In this new geopolitical regime where risks for escalation are persistently higher compared to before. Instead of immediately fading the market reaction, actually thinking about having exposures in portfolios that give some geopolitical risk hedging or reasonable valuation makes sense, like energy, like the dollar, for example, and inflation-linked bonds.

2: AI to ease supply constraints

Moving over to AI which is a key mega force that we have identified that we have been overweight for a while now. This week’s earnings reporting continues to show that there is more runway for this theme to play out.

But we’re not looking at the obvious kind of just the tech sector and the magnificent seven, but also secondary beneficiaries of the AI mega force. We’re looking at data center, infrastructure, energy as well. You think about energy needs in the context of AI analytics all of that creates, actually represents lots of opportunities both in the public market as well as in the private market.

Aging and labor markets

Aging population is another mega force. And if you think about aging populations it does represent slower productivity and demand representing in turn lower trend growth. But if you look, for example, the last two years or so in the U.S., 3 million immigrations. That actually has helped partially offset some of the labor constraints from aging population. But it has helped, but it has not alleviated the constraints and we do expect this to bite going forward. And that’s a key theme population changes and what that means for overall investing and also demand, overall productivity growth.

Outro: Here’s our Market take

Closing frame: Read details:

www.blackrock.com/weekly-commentary.

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Featured Webinars for Advisors

Register for an upcoming webinar discussion—or view a replay—with BlackRock's leaders on how advisors can navigate markets and build stronger relationships with clients.

Alternatives Outlook: February 2024

Watch the replay of our latest Alternatives Outlook  webinar where our top thought leaders discuss how implementing private credit may build portfolio resiliency with potentially new sources of return.

In the Know recap: January 2024

Watch a recap of our latest In the Know event where our top thought leaders discuss macroeconomics perspectives, our 2024 market outlook, and insights on how to position portfolios in the year ahead.