Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

Cross Asset Strategy

<ul><li>Europe is experiencing an air of optimism in 2025 due to more flexible fiscal policy and increased government spending on infrastructure and defense.</li><li>European defense companies and banks have seen significant growth year to date, indicating potential for further investment opportunities.</li><li>Challenges to Europe's long-term competitiveness include an aging workforce and underdeveloped capital markets, but progress is being made in areas such as harmonizing tax rules and increasing efficiency in capital markets.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Europe is experiencing an air of optimism in 2025 due to more flexible fiscal policy and increased government spending on infrastructure and defense.European defense companies and banks have seen significant growth year to date, indicating potential for further investment opportunities.Challenges to Europe's long-term competitiveness include an aging workforce and underdeveloped capital markets, but progress is being made in areas such as harmonizing tax rules and increasing efficiency in capital markets.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence

<ul><li>Private markets are investments into non-listed companies or assets, providing diversification and potentially higher returns for portfolios</li><li>There is a significant trend of companies staying private for longer, leading to increased opportunities for private market investors</li><li>Individual investors are increasingly looking to allocate to private markets, with the total alternative assets under management expected to reach $32 trillion by 2030.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Private markets are investments into non-listed companies or assets, providing diversification and potentially higher returns for portfoliosThere is a significant trend of companies staying private for longer, leading to increased opportunities for private market investorsIndividual investors are increasingly looking to allocate to private markets, with the total alternative assets under management expected to reach $32 trillion by 2030.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul><li>Gold and bitcoin are both scarce assets that are gaining renewed attention as investors seek resilience in their portfolios</li><li>Gold has a long history as a store of value and tends to come into focus during uncertain times, while bitcoin is a newer digital asset with evolving investor access</li><li>Factors such as economic growth, geopolitical risks, and interest rates can impact the attractiveness of gold and other non-yielding assets in a portfolio</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold and bitcoin are both scarce assets that are gaining renewed attention as investors seek resilience in their portfoliosGold has a long history as a store of value and tends to come into focus during uncertain times, while bitcoin is a newer digital asset with evolving investor accessFactors such as economic growth, geopolitical risks, and interest rates can impact the attractiveness of gold and other non-yielding assets in a portfolioThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

235: Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now

<ul><li>Rick Reeder, Chief Investment Officer of Global Fixed Income at Blackrock, discusses the importance of income over duration and the opportunities in the market</li><li>The US economy is in good shape with potential for 5% nominal GDP growth, but risks exist with high inflation and debt levels</li><li>Reeder emphasizes the need for investors to be mindful of complacency, exit strategies, and downside protection in their portfolios</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Rick Reeder, Chief Investment Officer of Global Fixed Income at Blackrock, discusses the importance of income over duration and the opportunities in the marketThe US economy is in good shape with potential for 5% nominal GDP growth, but risks exist with high inflation and debt levelsReeder emphasizes the need for investors to be mindful of complacency, exit strategies, and downside protection in their portfoliosThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM F...

Thematic (Sector/Industry)

<ul><li>Tony and Michael, portfolio managers at BlackRock, reflect on their recent tech tour in San Francisco and Silicon Valley, highlighting the rapid progress and efficiencies AI is creating.</li><li>AI has evolved from chatbots to super intelligence, with companies now exploring AI applications in various sectors of the market.</li><li>Investment opportunities in AI are primarily focused on infrastructure, but opportunities are expanding across different layers of the technology stack.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Tony and Michael, portfolio managers at BlackRock, reflect on their recent tech tour in San Francisco and Silicon Valley, highlighting the rapid progress and efficiencies AI is creating.AI has evolved from chatbots to super intelligence, with companies now exploring AI applications in various sectors of the market.Investment opportunities in AI are primarily focused on infrastructure, but opportunities are expanding across different layers of the technology stack.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

230: AI At The Frontier: A Stock Picker's Take on AI Investing

The Bid
Podcast from BlackRock

241: Europe’s Economic Comeback: What It Will Take for a Broad Resurgence

Europe in 2025 is showing signs of optimism and growth, with increased government spending on infrastructure and defense, growing defense companies...

The Bid

239: How Private Markets Could Reshape Portfolios and Investment Opportunities by 2030

Private markets offer higher returns and diversification benefits, with institutional investors increasing allocations and individual investors...

The Bid

235: Gold and Bitcoin as Portfolio Diversifiers: Why Interest Is Rising Now

In uncertain times, investors are turning to scarce assets like gold and bitcoin as a way to diversify their portfolios and hedge against economic...

The Bid

231: A New Era for Fixed Income Investors: Prioritizing Income in a Volatile Market – LIVE FROM F...

Rick Reeder, CIO of Global Fixed Income at Blackrock, emphasizes the importance of income over duration in investing, discussing the Fed's...

The Bid

230: AI At The Frontier: A Stock Picker's Take on AI Investing

Tony and Michael, portfolio managers at BlackRock, reflect on their recent tech tour in San Francisco and Silicon Valley, highlighting the rapid...

The Bid