89 Episoder

  1. When economic rules start to bind policy

    Publisert: 21.4.2025
  2. Our take on the U.S. tariff pause

    Publisert: 14.4.2025
  3. Evolving our views as uncertainty bites

    Publisert: 8.4.2025
  4. Finding a path through near-term volatility

    Publisert: 3.4.2025
  5. Doing the math on U.S. policy shifts

    Publisert: 31.3.2025
  6. Bright spots in global stocks

    Publisert: 24.3.2025
  7. A disconnect with economic fundamentals

    Publisert: 17.3.2025
  8. Big policy shifts reinforce higher rates

    Publisert: 10.3.2025
  9. Leaning on the tactical in our views

    Publisert: 3.3.2025
  10. Broadening out our pro-risk view

    Publisert: 24.2.2025
  11. AI a key driver of the power outlook

    Publisert: 18.2.2025
  12. Tweaking our views yet staying risk on

    Publisert: 10.2.2025
  13. AI mega force could be accelerating

    Publisert: 3.2.2025
  14. U.S. earnings key for our overweight

    Publisert: 27.1.2025
  15. Higher-for-longer the new consensus

    Publisert: 21.1.2025
  16. Triggers to change our pro-risk view

    Publisert: 13.1.2025
  17. Three investment lessons from 2024

    Publisert: 6.1.2025
  18. Diversifying our portfolio diversifiers

    Publisert: 16.12.2024
  19. Staying pro-risk into 2025

    Publisert: 9.12.2024
  20. Uneven earnings call for granularity

    Publisert: 2.12.2024

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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. 

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