89 Episodes

  1. Getting active to identify AI winners

    Published: 25/11/2024

  2. High-for-longer shapes strategic view

    Published: 18/11/2024

  3. Zeroing in on secular forces, not cycles

    Published: 11/11/2024

  4. Structural forces playing out now

    Published: 04/11/2024

  5. Seizing on fixed income swings

    Published: 28/10/2024

  6. U.S. earnings strength stands out

    Published: 21/10/2024

  7. Our conviction in global stocks

    Published: 14/10/2024

  8. Our anchor in choppy markets

    Published: 07/10/2024

  9. Real estate looks brighter after rate hit

    Published: 30/09/2024

  10. Policy focus sharpens in U.S. election

    Published: 23/09/2024

  11. Starting the tight policy unwind

    Published: 16/09/2024

  12. Why U.S. equity gains can broaden

    Published: 09/09/2024

  13. Patience needed in the AI buildout

    Published: 03/09/2024

  14. Sticking with risk through turbulence

    Published: 12/08/2024

  15. Rate cuts don't dull allure of income

    Published: 05/08/2024

  16. Steering through market air pockets

    Published: 29/07/2024

  17. Tech still likely to deliver on earnings

    Published: 22/07/2024

  18. Waves of transformation

    Published: 15/07/2024

  19. Taking a page out of the EM playbook

    Published: 08/07/2024

  20. Leaning into income in fixed income

    Published: 01/07/2024

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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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