The Bid

David Giordano, Global Head of BlackRock Climate Infrastructure, dives into the transformative forces reshaping infrastructure today. He discusses how remote work, urbanization, and AI are driving investment opportunities in renewable energy. Giordano highlights the $4.5 trillion annual investment needed for energy transition by the 2040s, emphasizing the role of private capital in emerging markets. He also explores the impact of geopolitics on energy security and the importance of diversified supply chains, calling for innovative solutions to meet new infrastructure demands.

India has recently become the world's most populous country overtaking China and is projected to become the world's third largest global economy by 2027.Gargi Pal Chaudhuri, Chief Investment and portfolio strategists for the Americas at BlackRock and Tara Iyer, Chief US macro strategist for the BlackRock Investment Institute join host Oscar Pulido to uncover the various factors that are driving India's growth and what hurdles may yet lie ahead for investors.Sources: “Mapping India's growth story to mega forces”, BlackRock Investment Institute, January 2024; “Insight on India, the world’s fastest-growing major economy”, iShares market insights April 2024; IMF World Economic Outlook, Jan. 2024; BlackRock, Morningstar as of 12/31/2023; National Stock Exchange of India, BSE as of Dec. 31, 2023See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Will Su, a lead voice on energy at BlackRock, joins the discussion on the impending energy revolution prompted by AI advancements. He highlights the exponential rise in electricity demand required for AI technologies by 2030 and the crucial role of renewable energy sources like wind and solar in meeting these needs. Investment opportunities emerge in this shifting landscape, as traditional energy meets innovative solutions. Su also underscores the importance of evolving infrastructure to cope with the power surge, positioning the energy sector for transformation.

American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. But, can this resilience continue as difficult market conditions persist?Lisa Yang, portfolio manager and co-head of the consumer industry “super group” within BlackRock Fundamental Equities, joins Oscar Pulido to give a pulse check on consumer resilience and the implications in the equities market.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and non-European Economic Area countries this is issued by BlackRock Investment Management (UK) Limited who is authorised and regulated by the Financial Conduct Authority and in the European Economic Area this is issued by BlackRock (Netherlands) BV who is authorised and regulated by the Netherlands Authority. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Carrie King from BlackRock's Fundamental Equities Group discusses overlooked sources of return beyond AI in the US equity market. Topics include post-COVID market volatility, international investment options, technology sector opportunities, and the importance of valuation in investing.

Larry Fink, CEO of BlackRock, discusses rethinking retirement, emphasizing financial literacy, diverse income sources, and the role of capital markets in retirement planning. The conversation also delves into infrastructure development for emerging technologies and the benefits of long-term investing for a secure financial future.

You might not think of insurance as such a key input to their overall consumption basket, but the impact of the insurance industry is felt far beyond what individual consumers pay for individual policies and extends broadly throughout the supply chain as a necessary input for many industries in the production process.Mike Pensky, portfolio manager within BlackRock's Multi-Asset Group joins Oscar to help us understand the connection between insurance and inflation, the possibility for rising insurance premiums to persist, and how investors can position their portfolios in a new market regime.Sources: Insurance, Inflation, Issuance, BlackRock Insights, Dec 4th 2023; Bureau of Labor Statistics, March 2024This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The BlackRock Investment Institute has outlined five mega forces that are shaping the macroeconomic landscape and demographic divergence is another one of them. The aging of populations will limit how much major economies can produce and grow, leaving governments with less tax revenue to support rising retirement and healthcare expenses. The impact of fewer workers could result in lower corporate profits and higher government debt unless economies adapt to mitigate these pressures. So, what does this mean for investors and what risks and opportunities does this megaforce create?Nicholas Fawcett, Senior Economist in the BlackRock Investment Institute and Peter Fisher, head of BlackRock's Global Retirement Initiative join Oscar to uncover the impact of this megaforce on global economies and the potential risks and opportunities investors should consider.Sources: “The peak 65® Zone Is Here”, Retirement Income Institute, January 2024; Decoding Demographic Divergence, BlackRock, March 2024; U.N. World Population Projections (WPP) (2022): scenario assuming medium fertility; U.S. Congressional Budget Office (2024), The Budget and Economic Outlook: 2024 to 2034, February 2024See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Bond yields are surging, leading investors back into fixed income markets. Global central banks are easing their grip on interest rates, prompting a shift in investor behavior. The podcast explores the role of bonds in portfolios, market diversification, navigating cash instruments amidst rising rates, and investment strategies based on economic scenarios.

In the ever-evolving tapestry of geopolitics and economics, the Asia-Pacific region stands at a pivotal juncture. In this special episode, we took The Bid down under to record this episode live in Sydney. Wei Li, Global Chief Investment Strategist for BlackRock joined Oscar Pulido to discus the intricacies of high inflation, emerging competing geopolitical bloc, how a momentous global election year will impact Asia-Pacific region and what opportunities investors can expect from the region.This content is for informational purposes only and is not an offer or a solicitation. Reliance upon information in this material is at the sole discretion of the listener. In the UK and Non-European Economic Area countries, this is authorized and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorized and regulated by the Netherlands Authority for the Financial Markets.For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosuresSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.