Mega forces the new long-term anchor

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Market take

BlackRock

116 episodes

1 week ago

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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Mega forces the new long-term anchor

Market take

3 minutes 59 seconds

3 months ago

Mega forces the new long-term anchor

The surging AI investment in recent tech earnings reports shows that mega forces – big structural shifts like AI – are key drivers of returns. Yet no one knows the long-term outcomes of the economic transformation these mega forces are powering. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, breaks down why it’s important to track multiple scenarios when building long-term portfolios today.