As we begin a new year, what knowledge will help investors prepare for potential volatility on the one hand and potential for opportunities on the other? Jeff Spiegel, U.S. Head of Thematics, Sector, and International ETFs joins host Oscar Pulido to provide a holistic overview of major investment themes, the emergence of the AI trade, opportunities in medical innovation, and the impact of geopolitical shifts on globalization to help investors navigate the year ahead.

Investing Themes for 2024

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

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Management

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.

What Can Insurance Premiums Tell Us About Inflation?

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.

Investing Themes for 2024

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