89 Episoade

  1. When economic rules start to bind policy

    Publicat: 21.04.2025
  2. Our take on the U.S. tariff pause

    Publicat: 14.04.2025
  3. Evolving our views as uncertainty bites

    Publicat: 08.04.2025
  4. Finding a path through near-term volatility

    Publicat: 03.04.2025
  5. Doing the math on U.S. policy shifts

    Publicat: 31.03.2025
  6. Bright spots in global stocks

    Publicat: 24.03.2025
  7. A disconnect with economic fundamentals

    Publicat: 17.03.2025
  8. Big policy shifts reinforce higher rates

    Publicat: 10.03.2025
  9. Leaning on the tactical in our views

    Publicat: 03.03.2025
  10. Broadening out our pro-risk view

    Publicat: 24.02.2025
  11. AI a key driver of the power outlook

    Publicat: 18.02.2025
  12. Tweaking our views yet staying risk on

    Publicat: 10.02.2025
  13. AI mega force could be accelerating

    Publicat: 03.02.2025
  14. U.S. earnings key for our overweight

    Publicat: 27.01.2025
  15. Higher-for-longer the new consensus

    Publicat: 21.01.2025
  16. Triggers to change our pro-risk view

    Publicat: 13.01.2025
  17. Three investment lessons from 2024

    Publicat: 06.01.2025
  18. Diversifying our portfolio diversifiers

    Publicat: 16.12.2024
  19. Staying pro-risk into 2025

    Publicat: 09.12.2024
  20. Uneven earnings call for granularity

    Publicat: 02.12.2024

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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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