The Mideast energy shock’s next phase
It is a short manager view on how an energy supply shock is transmitting into shipping and refining rather than only headline oil prices, and it sets out where the firm says it is positioned as a result.
Markets & outlook
Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
316 videos and podcasts · new this week: 47
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How Geopolitics is Redefining Defense, Energy and Technology Investing | The Bid investing podcast
It offers a thematic framing from a large manager on how geopolitical risk is being mapped to sectors, which advisors may find useful when clients ask about defense, energy security or AI exposure. The chapter structure lets listeners jump to specific pillars rather than take the whole episode.
275: How Geopolitics Is Redefining Defense, Energy, Technology and Global Markets
The episode lays out BlackRock's framing of geopolitical risk as a driver of thematic attention across energy, defense and technology. It also identifies supply-chain and strategic choke points that wealth professionals may encounter in manager commentary and portfolio positioning discussions.
274: How Tokenized Cash Is Modernizing Money, Markets and Investing
The episode is framed around the distinction between stablecoins and tokenized money market funds, a line the guest argues matters as digital assets take a larger role in the financial system. For advisors fielding client questions on tokenization, it offers a manager's explanation of the terms and the settlement and payment use cases behind them.
How Tokenized Cash Is Modernizing Money, Markets and Investing | The Bid investing podcast
Tokenized cash and money market funds are being framed as an early, practical route for blockchain into mainstream finance, so the vocabulary and distinctions drawn here are likely to come up in client questions and product due diligence. The discussion of regulation, interoperability and wallet access sets out the open questions an advisor would need answered before treating any of this as invest
BlackRock Bottom Line | Answering the U.S. market concentration challenge
Benchmark concentration in U.S. equities comes up regularly in client conversations, and this lays out how a large manager frames the problem and its own process. It is a short, manager-published view rather than original data or research.
3+1 Episode 22: Ibrahim Kanan
It is a short, manager-side take on two questions equity allocators keep hearing: whether earnings breadth is genuinely widening, and how index concentration changes the case for active selection. The portfolio construction section may be useful framing for advisor conversations about positioning during volatile markets.
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