Philipp Hildebrand

Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, join in a riveting discussion from Davos. They delve into the macroeconomic outlook for 2025, highlighting the impact of the new U.S. administration on global markets amidst inflation and geopolitical tensions like the U.S.-China rivalry. The guests also emphasize the transformative role of AI in finance and the importance of navigating investment strategies in a volatile landscape, all while keeping an eye on pivotal European elections.

Philipp Hildebrand, Vice Chairman at BlackRock and former head of the Swiss National Bank, shares insights on the rising term premiums in U.S. bonds and the global economic landscape. He discusses how high debt loads are pressuring economies and the need for sustained growth to tackle these issues. Hildebrand also addresses the importance of maintaining confidence in U.S. sovereign credit amidst rising fiscal concerns following recent credit rating downgrades, and explores investment opportunities in infrastructure in response to geopolitical shifts.

Philipp Hildebrand, Vice Chair at Blackrock, discusses climate initiatives at COP28, challenges in carbon markets, the importance of capital, mobilizing private capital, and the difficulties faced by the Fed in making policy decisions.