Has the multi-decade period of stable growth and low inflation come to an end in 2022? The BlackRock Investment Institute believes the world is now facing greater economic and market volatility. Jean Boivin, Head of the BlackRock Investment Institute (BII) , Vivek Paul, Head of Portfolio Research for the BlackRock Investment Institute and Wei Li, Global Chief Investment Strategist for Blackrock, join this episode to discuss the BlackRock Investment Institute’s 2022 midyear outlook and what this new, more volatile regime means for the rest of the year and beyond.

Back To A Volatile Future - 2022 Midyear Outlook

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The world remains abuzz over artificial intelligence, but rapid advancement and adoption of the technology is poised to drive a significant increase in power demand, and this demand could redefine energy consumption as we know it. Today we ask the critical question: is the energy sector equipped for the AI power revolution?

Will Su, of BlackRock's Fundamental Equities team, is one of BlackRock’s leading voices on all things energy. Will walks us through the sector’s pivotal role in the build-out and future of AI and digs into the potential investment opportunities and challenges.

AI And The Energy Grid: Solving for AI’s Power Needs

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 P to give a pulse check on consumer resilience and the implications in the equities market.

How Is Consumer Resilience Adapting To Changing Market Conditions?

AI has powered stock market returns over the past year, but what are investors missing beyond AI? Carrie King, U.S. and Developed Markets CIO for BlackRock's Fundamental Equities Group, joins host Oscar Pulido to shine a light into forgotten corners of the US equity market to uncover what may be some underappreciated sources of return.

Equity Opportunities Beyond AI

For more than a decade, Larry has written an annual letter not only to focus on critical long-term issues but also to start a conversation about finding solutions. This year, Larry Fink, CEO and Chairman of BlackRock is considering the challenge of retirement, why it has become an increasingly difficult proposition for too many, and what opportunities exist and will be developed to help people achieve their financial freedom.

Larry Fink on Rethinking Retirement

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.

Back To A Volatile Future - 2022 Midyear Outlook

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