The Bid

Over the summer, The Bid brings back some of the best episodes from the last year. Kicking off the series, hosts Oscar and Stevie take a look back on one of the most popular episodes, recorded live on location in Davos, Switzerland. In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Inv...

So far, 2025 has been a year of sharp policy shifts and heightened macroeconomic uncertainty. With volatility becoming the new normal, how can investors stay grounded? In this episode of The Bid, host Oscar Pulido welcomes back Glenn Purves, Global Head of Macro at the BlackRock Investment Institute, to break down the firm’s 2025 Midyear Outlook. They explore why the long-term economic picture has...

In a recent BlackRock survey of registered voters, more than 75% of retirees said they wished they had saved more money for retirement. And with the recent passage of the SECURE 2.0 Act now in effect, opening up new opportunities for savers, investors are considering how to save and build wealth for the future. Shoring up emergency savings is protective of retirement savings, according to research...

The global investment environment is full of uncertainty — from inflation, growth dynamics, to policy shifts and geopolitical tensions. Investors are seeking clarity and ways to unlock more consistent investment outcomes during a period of unpredictable conditions. Innovations in data analytics and technology are helping investors better understand markets not just in during turbulent times, but i...

Following our last episode on U.S. equities with Carrie King, we’re expanding the conversation globally to understand how these dynamics are playing out beyond American shores. European and Asian equity markets are navigating a complex mix of geopolitical shifts, technological disruption, and evolving investor sentiment. Helen Jewell, Chief Investment Officer for Fundamental Equities in EMEA,...

After two years of full steam ahead for U.S. equities, 2025 has so far featured a number of speed bumps and even a few U-turns for some key areas of the market. With continued market volatility and a stock market correction, how should investors be thinking about the U.S. equity market as compared with the rest of the world? Carrie King, U.S. and Developed Markets Chief Investment Officer for Blac...

It's been quite a ride for equity markets this year. Uncertainty and volatility hit a fever pitch in the weeks following President Trump's sweeping tariff announcement in April as investors feared the potential for rising inflation, slow economic growth, and US assets, losing their aura of dominance. Tony DeSpirito, global CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to...

Investment opportunities in India have been gaining significant attention, driven by the country's robust economic growth and favorable demographic trends. But what are the key factors that make India an attractive destination for long-term investment opportunities, and how can they navigate the complexities of this dynamic market?  Vivek Paul, Head of Portfolio Research and UK Chief Investme...

Capital markets are a powerful force in the global financial landscape. These markets connect long-term savings with productive uses of capital. Driving innovation, growth and job creation. But what are capital markets and how will they contribute to long-term global economic development? Samara Cohen, chief Investment Officer of ETF and Index Investments at BlackRock joins host Oscar Pulido to ex...

The geopolitical landscape in 2025 has seen significant shifts and developments. President Trump's second term has ushered in a new era of international relations, characterized by bold policy changes and strategic maneuvers. The implementation of new tariffs has reshaped global trade dynamics, raising concerns about broader economic implications. As we navigate these complex geopolitical cha...

Global markets have been experiencing extraordinary volatility in response to the U.S. tariff pause announced on April 9th, a reflection of the uncertainty surrounding the economic and policy outlook. But similar to other unprecedented market moments in history, the investment strategies that work today may not apply tomorrow. So how can investors adapt their investment approach, when the familiar...

On April 9th, the U.S. administration announced a 90-day tariff pause on country-specific reciprocal tariffs, exempting key tech imports while maintaining high tariffs on select Chinese goods. This decision introduced extraordinary volatility to global markets. Notably, the S&P 500 rebounded nearly 6% last week, marking one of its largest daily jumps in history. Meanwhile, long-term U.S. Treas...

The recent tariff announcements by President Trump on April 2nd have sent shockwaves through the global markets, triggering significant market volatility, driven by the uncertainty of these tariffs and their impact on global supply chains, inflation, and economic growth. As markets are grappling with various potential scenarios, how should investors be positioning their portfolios to navigate cont...

When people think of how early-stage companies finance their initial growth, venture capital and private equity are often the first things that come to mind, but growth and venture debt have become increasingly prominent in the financial landscape, especially in the wake of the collapse of Silicon Valley Bank. Ross Ahlgren, a portfolio manager in the growth debt team at BlackRock, joins Oscar to h...

When investors consider how to diversify their investment portfolios, traditional assets like stocks and bonds are often the first things that come to mind. But private markets have become increasingly prominent in the financial landscape. These unique investments can offer diversification benefits that are often insulated from broader economic cycles. So, what's driving this shift towards private...

Infrastructure investments have long been recognized as a foundation for economic growth and low carbon infrastructure is increasingly becoming an area of interest for investors in both public and private markets. But how will low carbon infrastructure play a role in the evolving energy investing landscape? Helen Jewell, Chief Investment Officer for fundamental equities at BlackRock helps us explo...

Rapid advancements in artificial intelligence are influencing global power dynamics in ways that are reshaping the investment landscape. So, how are these AI developments impacting geopolitics, and what does this mean for investors? Catherine Kress, Head of Geopolitical Research and Jeff Shen, co-head of systematic equities at BlackRock join Oscar to help us understand the current themes driving t...

Thematic investing is rapidly gaining traction in today’s investment landscape, but how can investors take advantage of this emerging strategic approach that is thematic investing? Thematic investing focuses on identifying long-term trends or themes—such as technological advancements, sustainability, or shifting demographics—that could drive growth and innovation. This investment portfolio strateg...

Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what’s driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles? Jeff Rosenberg, Senior Fixed Income Portfolio Man...

Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation. The latest tariff announcements have sent ripples through the markets, affecting various sectors, and raising questions about their long-term impact. But what exactly is the impact of the new t...

In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what i...

A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitalizing the US economy and creating sustainable econo...

As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factors driving the market where he sees the bigges...

In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy. Sources: IEA Net Zero 2050, May 2021; Bloomberg New Energy Finance (BNEF) New Energy Outlook 2024 (May 2024); LevelTen...

In this first episode of our infrastructure miniseries on The Bid, guest host Mark Wiedman is joined by Raj Rao, Founding Partner, President and Chief Operating Officer of Global Infrastructure Partners (GIP), now a part of BlackRock to talk infrastructure investing 101, how the asset class started, what's driving its growth and why it's becoming a must have in investors' portfolios. Sources: “Dat...