show episodes
 
The Bid breaks down what’s happening in the markets and explores the forces that are changing investing. Hear thought leaders from and outside of BlackRock discuss the trends shaping society and why they matter. Privacy policy: https://www.blackrock.com/corporate/compliance/privacy-policy This material is for informational purposes and is prepared by BlackRock, is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation t ...
 
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show series
 
The COVID-19 pandemic has reshaped the healthcare sector, accelerating trends like digital health, at-home care and new methods of vaccine development. How have the virus and the upcoming U.S. election changed the way we think about investing in healthcare? On this episode of The Bid, we answer this question with three healthcare experts: Erin Xie,…
 
The 2020 U.S. election is set to be one of the most consequential elections in modern history. With November 3rd just a few weeks away, what are the key issues we should track and how might the result impact markets? On this episode of The Bid, Mike Pyle, BlackRock’s Global Chief Investment Strategist, walks through three different scenarios to pla…
 
Impact investing means investing in companies that are working to solve the world’s greatest problems. How can investors do well while doing good, and how have companies pivoted today in the face of COVID-19 and racial injustice? On this episode of The Bid and our mini-series, “Sustainability. Our new standard,” Eric Rice, Head of Active Equities I…
 
Seventy-four percent of Chief Financial Officers expect some portion of their workforce to remain virtual forever. Stay-at-home orders have led to a 60% increase in content consumption on streaming platforms. And there’s been a 35% surge in video game sales over the past few months. These are just a few of the ways the world has changed since the c…
 
Racial injustice and inequity have come into increased focus and caused corporations to shift their behaviors. How is systemic racism impacting the workplace, and what do companies need to do to tackle these issues? On this episode of The Bid, Dr. Laura Morgan Roberts, Professor of Practice at the University of Virginia’s Darden School of Business,…
 
In the wake of the COVID-19 pandemic, the expectation for companies to lead with purpose has intensified. Employees are demanding it; customers are expecting it; and communities are requiring it. So how can companies lead coming out of the crisis? On this episode of The Bid, BlackRock Chief Marketing Officer Frank Cooper sits down with Airbnb CEO B…
 
At the start of the year, the BlackRock Investment Institute sets three themes for the year ahead. But the coronavirus shock has reshaped our views on the markets and investing. In short: The future is running at us, and longer-term trends like inequality and globalization need to be considered today. On this episode of The Bid, Elga Bartsch, Head …
 
The coronavirus crisis has accelerated sustainability, bringing to light issues around the environment, our climate and company behavior. But as global economies begin to restart and reach a new normal, can sustainability accelerate recovery? On this episode of The Bid and our mini-series, “Sustainability. Our new standard,” we hear from leaders in…
 
Globalism is at a crossroads. Coronavirus has caused a dramatic pullback in the once-seamless transfer of technology and people across countries. As a result, companies more and more have to adapt with societies and their needs, or else get left behind. BlackRock CEO Larry Fink and Microsoft CEO Satya Nadella sat down at the BlackRock Future Forum …
 
If you were to invest in a company, you’d watch how it performs and take interest in how it grows over time. In the world of investment stewardship, companies take those actions on behalf of their clients. Investment stewardship involves engagement with public companies to promote positive behaviors. And this year, BlackRock has committed to being …
 
We entered this year with the view that there wouldn’t be an economic downturn in 2020. No one could have predicted the global pandemic that would come just a couple of months later. Since then, market volatility has been at all-time highs, unemployment has surged and there’s no question that we’re in a downturn. But one prediction we made has held…
 
The retirement landscape has been changing for some time. Before COVID-19, stopping work entirely was no longer the goal. Post-COVID-19, it may mean that stopping work won't be possible. So how should retirement savers navigate what’s next? On this episode of The Bid, BlackRock’s President, Rob Kapito, and Head of the Retirement Group, Anne Ackerle…
 
From hurricanes to wildfires to other extreme weather events, physical climate risk isn’t new. But the way we measure it is. Improvements in data over the past few years have allowed us to better understand why climate risk is an investment risk. On this episode of The Bid and our mini-series, "Sustainability. Our new standard," Trevor Houser, Part…
 
As the pandemic has expanded globally, it has created uncertainty about companies’ future prospects. One way to analyze this: credit. Credit is the market of bonds that companies issue to fund their growth ambitions. And there’s a lot that credit can tell us about the overall health of the global economy. On this episode of The Bid, Jimmy Keenan, C…
 
The COVID-19 pandemic has exacerbated and accelerated many of the geopolitical trends already underway. On this episode of The Bid, Tom Donilon, Chairman of the BlackRock Investment Institute and former U.S. National Security Advisor, discusses four trends he’s watching – a coming storm for emerging markets, a worsening outlook for U.S.-China relat…
 
The coronavirus has spread to more than 180 countries. As the virus has progressed worldwide, what lessons can we learn from how different regions have navigated the pandemic? On this episode of The Bid, four of BlackRock’s leaders around the world share their perspectives from Hong Kong, Italy, the UK and the U.S. and touch on where we’re seeing s…
 
The Federal Reserve in the U.S. recently cut interest rates to zero, and it isn’t the only central bank to lower rates in response to the coronavirus. But low interest rates have been a theme for longer than recent weeks; they’ve been declining since 1980. So how did we get here, and what do low interest rates and low bond yields mean for investors…
 
The coronavirus has set new records, from volatility in markets to the scale of the economic shutdown to the number of people working from home. But there’s also been record growth in sustainable investing. In the fourth episode of our mini-series, “Sustainability. Our new standard,” Salim Ramji, Global Head of iShares and Index Investments, discus…
 
The coronavirus has caused the world to shift, and there’s no doubt that this will continue. Healthcare companies and researchers are mobilizing to create a vaccine; technology has begun to emphasize solutions for working at home; and the focus clean energy has increased. All of these shifts can be encompassed by megatrends. These long-term societa…
 
The coronavirus has driven markets into turmoil over the past few weeks. And this uncertainty has created a lot of questions: What are the parallels between today and the financial crisis of 2008? Is today’s crisis worse? What signs are we looking for which suggest we are on the path to recovery? On this episode of The Bid, we answer these question…
 
Factor investing has been years ahead in the sustainability conversation. Factors are characteristics that help explain stock returns – think buying cheap, trending, high-quality, or lower-risk stocks – and many factors have sustainable components to them as well. In the third episode of our mini-series, “Sustainability. Our new standard,” Andrew A…
 
The coronavirus is spreading to more and more countries, opening up a new global dimension to this epidemic and gripping markets with volatility and uncertainty. As a result, our BlackRock Investment Institute has downgraded our global growth outlook. On this episode of The Bid, Global Chief Investment Strategist Mike Pyle discusses the effects we …
 
What comes to mind when you hear of emerging markets? If portfolios are any indication, many investors shy away from emerging market (EM) stocks. EMs are often unfamiliar territory – and fear of the unknown can create cold feet. On this episode of The Bid, Gordon Fraser, portfolio manager for EM on BlackRock’s Fundamental Active Equity team, walks …
 
Geopolitics and trade tensions drove the market narrative in 2019. While we see trade tensions moving sideways this year, other risks still loom. Tensions between the U.S. and Iran are elevated; technology competition between the U.S. and China shows no signs of easing; and the U.S. is heading for one of its most consequential elections in modern h…
 
In the second episode of our mini-series, “Sustainability. Our new standard,” Philipp Hildebrand, BlackRock’s Vice Chairman, and Rachel Lord, Head of Europe, Middle East and Africa, talk about why the public and private sector together must tackle climate change, how BlackRock will deliver on recent announcements regarding sustainability and the mo…
 
Since the Global Financial Crisis, major central banks like the Federal Reserve in the United States and the European Central Bank in Europe have helped support record-long economic expansion. But central banks are starting to face limits – and the tools of the past, such as interest rates, may not be enough when the next downturn happens. The answ…
 
Climate change will have a lasting impact on global economic growth – fundamentally reshaping finance and investment management. BlackRock has announced a series of changes that make sustainability our new standard for investing, including exiting sectors that present high environmental, social and governance risks, such as thermal coal producers; …
 
It’s the top of a new decade, and there’s a lot to look forward to in the markets. Will China trade tensions persist? Who will win the U.S. election? And will stock markets continue to hit new highs? On this episode of The Bid, Mike Pyle, BlackRock’s Global Chief Investment Strategist, talks about the three themes that he sees shaping markets in th…
 
2019 is nearly over, and stock investors can breathe a sigh of relief. The year brought no economic recession, the consumer sector is strong and unemployment is low. Is this as good as it gets, and what does this mean heading into 2020? On this episode of The Bid, Tony DeSpirito, Portfolio Manager and Chief Investment Officer for BlackRock’s U.S. F…
 
Global growth looks set to rise in the first half of 2020. But rising income and wealth inequality and a surge in populism are testing limits across multiple dimensions. What does this mean for how we invest? On this episode of The Bid, the second in a two-part series, we go behind the scenes at our Investment Forum to hear from thought leaders and…
 
Rising inequality, environmental pressures, increased protectionism and the reduced effectiveness of monetary policy have put institutions globally under stress. But the tools and policies used in the past may not be effective in solving these challenges. As the world pushes up against its structural limit, what does this mean for geopolitics, econ…
 
This year, millennials surpassed baby boomers as the largest living adult generation in the U.S. And that’s not the only shift that’s underway. Millennials also make up the largest working cohort, and they’re the first generation to spend their early lives on the Internet. Millennials are also driving megatrends – technology, demographics and socia…
 
In the wake of the financial crisis, there was an expectation that robo-advisors – digital platforms that manage money – would take over investing. Years later, that hasn't happened. But with hundreds of billions of dollars under management, robo-advisors have been successful at driving the adoption of investing among millennials. So how do you bui…
 
On September 14th, a series of airstrikes hit two Saudi Arabian energy facilities. It was the most significant attack on energy infrastructure in decades – but markets didn’t seem to think so. So why was the reaction so muted? On this episode of The Bid, Amer Bisat, Head of Emerging Market and Sovereign Alpha, sheds some light on the mystery: what …
 
For the past 10 years, investors have been riding a bull market – a stock market that’s on the rise – in the U.S. But ripples are showing beneath the surface, from trade and geopolitical tensions to changing demographics around the world. But according to Rick Rieder, Chief Investment Officer for Global Fixed Income and Head of Global Allocation, t…
 
It was the bubble to rival all bubbles. In March of 2000, the tech-heavy Nasdaq stock index hit its dot-com era peak. But by the fall of 2002, it was nearly all gone, alongside many of tech’s unicorn companies. It would take 15 years for the Nasdaq to reclaim its losses, and today tells a different story. Tech stocks are back in the headlines as th…
 
Nearly one in six people worldwide don’t have the physical documentation they need to access healthcare, housing or to vote. But what if our identities were completely digitized? It’d be just one of the many ways that blockchain could enter our daily lives. The hype for blockchain has simmered compared to past euphoria – but there’s still a lot to …
 
From New York to new players like Denver and Seattle, cities are growing and developing by the second. Brick and mortar stores are being replaced by e-commerce, e-commerce companies are actually opening brick and mortar locations, and co-working and co-living spaces are becoming the norm. On this episode of The Bid, Ben Young, Head of U.S. Real Est…
 
Movies can tell us a lot about how our society is changing and progressing. Since Jurassic Park came out, the cost of mapping a human genome has drop 99.9% from $14 million to just $1,000. And since The Terminator, robots have become a $15 trillion market worldwide. The topics of science fiction have now become science fact. Megatrends are changing…
 
A home goods store started selling a bread machine. When the bread machine first came out, sales were – perhaps unsurprisingly – slow. But then, they released a deluxe version that was 50% more expensive. Suddenly, the original started flying off the shelves. When it comes to money, our irrationalities – our biases – impact more than just our purch…
 
When was the last time you bought a shirt you didn’t need, just because it was on sale? Or you drank a $5 coffee when there was cheaper coffee across the street? People are irrational, despite our best efforts otherwise, particularly when it comes to money. On this episode of The Bid, Dan Ariely, behavioral economist, professor at Duke University, …
 
Markets appear poised for change. Global growth is slowing, we are late in the business cycle, and geopolitical tensions could potentially wind back decades of globalization. What will be the main drivers of markets for the rest of this year? On this episode of The Bid, we’ll hear views on our midyear outlook from strategists and portfolio managers…
 
Markets are sending mixed signals. After a downturn at the end of 2018, we’ve seen the stock market rally in 2019 against a backdrop of geopolitical ups and downs. The whiplash looks set to continue, with trade disputes ongoing in almost every world region, 2020 U.S. elections in full swing and tensions building in the Gulf. Our measure of market c…
 
Sometimes it feels like tech is all we talk about these days. And it’s not just in conversation – our Google searches for buzzwords like blockchain and 5G are up over 1,000% in the past few years. But what topics aren’t we covering? New York Times technology columnist Kevin Roose is often the first to know. On this episode of The Bid, Kevin discuss…
 
From companies like Alibaba and Tencent to artificial intelligence and the development of 5G technology, China has become one of the most vibrant hubs for technology in the world. But surprisingly, it’s all pretty recent. In 2010, only about one-third of China’s population was using the internet, compared to 71% in the U.S. How did China become a t…
 
China has experienced huge economic success in the last 30 years. With over a 4,000% increase in its GDP, it has transformed from a mainly poor and rural country into a global manufacturing – and technology – superpower. What’s behind its overwhelming success, and how can investors take advantage? On this episode of The Bid, Jeff Shen, Co-Head of S…
 
Think about the last time you switched on a light, charged your phone or cooked. Where did that electricity come from? More and more, that power is coming from renewable sources, such as wind and solar, instead of fossil fuels. And as we focus more on society’s impact on the environment and our climate, renewable energy is becoming harder to ignore…
 
Poker may seem like a vice. But perhaps it teaches us less about how to win money, and more about how we make decisions. And often? In life, like in poker, we’re not as good as making decisions as we think we are – especially when we have incomplete information. On this episode of The Bid, Maria Konnikova, psychologist, New York Times bestselling a…
 
A bumpy ride for stocks in 2018 sparked fears that the next recession was around the corner. But this year, we’re seeing a different story play out. Stocks have rallied. The question is, what’s behind the rally and can it last? On this episode of The Bid, Chief Equity Strategist Kate Moore discusses why she still likes taking risks in stocks, why w…
 
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