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>Equity markets have performed well in the past two years, with 2024 being another strong year</li><li>Looking ahead to 2025, we explore the impact of inflation, interest rates, and artificial intelligence on the market</li><li>BlackRock's global CIO discusses the rarity of three years of 20%+ returns, opportunities in AI, and challenges facing investors in the new year.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Equity markets have performed well in the past two years, with 2024 being another strong yearLooking ahead to 2025, we explore the impact of inflation, interest rates, and artificial intelligence on the marketBlackRock's global CIO discusses the rarity of three years of 20%+ returns, opportunities in AI, and challenges facing investors in the new year.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>Global transition to low carbon economy discussed in the second episode of the Infrastructure miniseries</li><li>Key areas of investment include electrification, renewable power plants, electric vehicle charging stations, and clean fuels</li><li>Importance of public and private investment in infrastructure to enable energy transition and decarbonization, with a focus on long-term growth opportunities like data centers and mining infrastructure</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global transition to low carbon economy discussed in the second episode of the Infrastructure miniseriesKey areas of investment include electrification, renewable power plants, electric vehicle charging stations, and clean fuelsImportance of public and private investment in infrastructure to enable energy transition and decarbonization, with a focus on long-term growth opportunities like data centers and mining infrastructureThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...

Equity Bottom-Up

BlackRock, Inc. provides diversified investment management services to institutional clients and to retail investors through various investment vehicles. The Company offers the BlackRock Funds and Blackrock Liquidity Funds, and also provides risk management services to fixed income institutional investors.

<ul><li>Infrastructure is crucial for the transition to a low carbon economy and the advancement of the economy, requiring urgent repairs to aging infrastructure such as roads, bridges, and airports.</li><li>Private capital plays a key role in investing in infrastructure assets, with a focus on operational improvements and creating value for investors.</li><li>The growing demand for investment in infrastructure, especially in the areas of AI and data centers, presents significant opportunities for private sector funding and operational enhancements.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure is crucial for the transition to a low carbon economy and the advancement of the economy, requiring urgent repairs to aging infrastructure such as roads, bridges, and airports.Private capital plays a key role in investing in infrastructure assets, with a focus on operational improvements and creating value for investors.The growing demand for investment in infrastructure, especially in the areas of AI and data centers, presents significant opportunities for private sector funding and operational enhancements.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment

Thematic (Sector/Industry)

<ul><li>AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.</li><li>The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.</li><li>Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI's evolution is poised to revolutionize industries and economies globally, with potential for job transformation and economic growth.The build-out phase of AI is benefiting companies in sectors like chip producers and data center architecture, with opportunities expanding into adoption and transformation phases.Investors can position themselves for success by taking an active approach, seeking expertise and identifying promising opportunities in the AI space for long-term growth and value gains.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

<ul><li>AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectors</li><li>Investors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI development</li><li>The AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

AI is being recognized as a megaforce with trillions of dollars of impact on the global economy and broad implications across various sectorsInvestors are increasingly interested in the AI theme and its potential impact on portfolios, with a focus on what's next in AI developmentThe AI theme is still in its early stages, with advancements in technology, data growth, and computing power expected to drive exponential growth and value in AI over the next decade.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

How To Invest In AI vs Tech In A Portfolio

The Bid
Podcast from BlackRock
• The Bid

A Stock Picker's Guide to 2025

Equities had a strong performance in 2024, with speculation about what 2025 holds for investors amid factors like inflation, interest rates, and...

The Bid

Infrastructure mini-series Ep 2: The Low-Carbon Transition: A $100 Trillion Infrastructure Opport...

The global transition to a low carbon economy is driving investment opportunities in new energy infrastructure, with a focus on electrification,...

The Bid

Infrastructure mini-series Ep 1: The Growing Demand For Infrastructure Investment

Infrastructure is essential for economic advancements, including the transition to a low carbon economy, with private capital, operational...

The Bid

AI's Three Investing Phases

The article discusses how AI is revolutionizing industries globally, with investors strategizing on how to capitalize on the technology's evolution...

The Bid

How To Invest In AI vs Tech In A Portfolio

Various investing approaches to AI and specific sectors within the AI ecosystem are discussed, highlighting its significant impact on the global...

The Bid