Thematic investing is rapidly gaining traction in today’s investment landscape, but how can investors take advantage of this emerging strategic approach that is thematic investing?

Thematic investing focuses on identifying long-term trends or themes—such as technological advancements, sustainability, or shifting demographics—that could drive growth and innovation. This investment portfolio strategy allows investors to align their portfolios with the forces shaping the future of markets.

In this episode of The Bid, an investing podcast from BlackRock, Jeff Shen, co-head of Systematic Active Equity at BlackRock joins Oscar will explore how BlackRock’s team identifies and evaluates these emerging investing themes, utilizing advanced data analytics and technology to stay ahead of market trends. Jeff will also shed light on how technology plays a crucial role in shaping the future of investing, with innovations like artificial intelligence and big data reshaping the way investors make decisions.

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 authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

investment, finance, financial markets, economic news, the bid, blackrock, blackrock investment strategies, finance leader, economic analysis, thematic investing

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Sharp moves in bond yields have been a key area of focus in markets to start the year. Yields on 10-year treasury bonds are over 1% higher since September 2024 — a historically rare occurrence in both the direction and magnitude of moves. So, what’s driving this phenomenon and how is it reshaping the investment playbook compared to previous cycles? Jeff Rosenberg, Senior Fixed Income Portfolio Manager within the BlackRock Systematic business, will share his perspective on the different dynamics impacting bond yields and how his team is navigating this unique environment.

Sources: Federal Reserve Bank of New York. Statement based on the ACM Model of estimated term premium dating back to the 1960s; Federal Reserve Bank of St. Louis, referencing the US deficit as a percentage of GDP. Data accessed January 2025

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 authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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Trade policies have always been a critical aspect of global economies and recent developments in U.S. tariff policy have sparked global market volatility and discussions around the impact on inflation. The latest tariff announcements have sent ripples through the markets, affecting various sectors, and raising questions about their long-term impact. But what exactly is the impact of the new tariff policies and how will they influence US businesses, global supply chains and the broader financial market? 

In this episode of The Bid, an investing podcast from BlackRock, we dive into the latest developments in trade policies and their impact on global economies. Joining Oscar to unpack these developments is Glenn Purves Global head of Macro in the BlackRock Investment Institute and Catherine Kress, Head of Geopolitical Research and Strategy at BlackRock.

This episode was recorded at 2pm, February 5th, 2025.

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

import, export, international, economics, government, business, tax, customs, regulation, agreement, duty, protectionism, negotiation, tariff, rates, free trade, tariff rates, tariff policy analysis

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In a special episode recorded from Davos, host Oscar Pulido is joined by Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon, Chairman of the BlackRock Investment Institute, to discuss the latest insights on the macroeconomic and geopolitical outlook for 2025. Philipp and Tom will provide their expert analysis on how these dynamics are shaping the global economic environment and what it means for investors and policymakers, offering listeners a behind-the-scenes perspective from Davos. 

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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A critical theme for 2025 and beyond rebuilding the US physical economy with the Infrastructure, Investment and Jobs Act, and other policy measures, there's a renewed focus on enhancing infrastructure, reshoring manufacturing and addressing the housing supply gap. These efforts are not just about construction and development. They're about revitalizing the US economy and creating sustainable economic growth. Joining Oscar is Jay Jacobs, US head of Thematic and Active ETFs at BlackRock. Jay will provide insights into the demographic trends influencing the housing market, the reshoring of manufacturing, and the bipartisan support for these developments

Sources: New York Governor. "Governor Hochul Announces $54 Million in State Funding to Support the Second Avenue Subway Project." 7/30/2024; Reuters. "JFK Airport's massive overhaul takes winding route through debt markets." 12/6/23; Department of Transportation. "Hudson River Tunnel Project between New York and New Jersey." July 2024; American Society of Civil Engineers. "ASCE'S Infrastructure Report Card Gives U.S. "C-" Grade, Says Investment Gap Trillion, Bold Action Needed. 3/3/2021; Report Card for America's Infrastructure. "Overview of Bridges." 2021; MRL Consulting. "Semiconductor in everyday life: products from leading companies you use daily." 7/31/24; Center for Strategic and International Studies, “Mapping the semiconductor supply chain: the critical role of the indo-pacific region,” 5/30/2023; Semiconductor Industry Association. "America Projected to Triple Semiconductor Manufacturing Capacity by 2032. The Largest Rate of Growth in the World." 5/8/24; Realtor.com, “U.S. housing supply gap grows in 2023; growth outpaces permits in fast-growing sunbelt metros,” 2/27/2024; Motley Fool Money. "Millennial Home-Buying and Homeownership Statistics." 9/10/24; CNN. “More than half of American renters who want to buy a home fear they’ll never afford one." July 29, 2024; Merrill Lynch. "Will the "Great Wealth Transfer" transform the markets?" May 2024.

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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As we welcome a new year, we reflect on 2024 as another strong year for equities with inflation, interest rates, and the ongoing impact of artificial intelligence. Still very much in the spotlight. 2025 is shaping up to be an intriguing year for equity investors BlackRock's Global CIO of Fundamental Equities, Tony DeSpirito, will discuss the factors driving the market where he sees the biggest equity opportunities and some of the challenges that lie ahead.

Sources: S&P 500 2 Year Return, Y Charts, ‘How Reddit Surprised Wall Street With 185% Post-IPO Surge’, Investor Business Daily, Nov 2024; Russell 1000 Value Index historical charts; 2023 GICS Changes: Companies Impacted and What You Need to Know, State Street Global Advisors, Jan 2023; The Magnificent Seven Monitor, Reuters; BlackRock Fundamental Equities with data from FactSet as of 11/30/24

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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In the second episode of our infrastructure mini-series on The Bid, guest host Mark Wiedman, speaks with Matt Harris and Salim Samaha from Global Infrastructure investing to explore one of the biggest opportunities in infrastructure, the global transition to a low carbon economy.

Sources: IEA Net Zero 2050, May 2021; Bloomberg New Energy Finance (BNEF) New Energy Outlook 2024 (May 2024); LevelTen Energy - Q1 2024 PPA Price Index Executive Summary - North America; Carbonomics, Goldman Sachs Dec 2022

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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In this first episode of our infrastructure miniseries on The Bid, guest host Mark Wiedman is joined by Raj Rao, Founding Partner, President and Chief Operating Officer of Global Infrastructure Partners (GIP), now a part of BlackRock to talk infrastructure investing 101, how the asset class started, what's driving its growth and why it's becoming a must have in investors' portfolios.

Sources: “Data center spending skyrockets as cloud building rush accelerates”, CIO Dive, Sep 2024; “The Infrastructure Opportunity: Listed Versus Unlisted”, Institutional Investor 2022

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. In the UK and Non-European Economic Area countries, this is authorised and regulated by the Financial Conduct Authority. In the European Economic Area, this is authorised and regulated by the Netherlands Authority for the Financial Markets. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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As we look back, 2024 was marked by a delicate balance between economic recovery and ongoing challenges. Despite some positive developments, the global economy faced hurdles that influenced investor sentiment and strategic decisions. Central banks navigated complex inflationary pressures, while investors sought to adapt to a rapidly changing environment. Jean Boivin, Head of The BlackRock Investment Institute, joins Oscar to help us look ahead to the new year. Jean will provide insights into the structural shifts we anticipate and explain how investors can navigate the five mega forces that the BlackRock Investment Institute identifies as key drivers of the new macro regime.

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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AI has been dominating investing headlines for almost two years, but it's not just a buzzword. It's a powerful technology that's poised to revolutionize industries and economies on a global scale. Investors are asking how will AI reshape job markets, productivity and economic growth? Nicholas Fawcett, a senior economist in the BlackRock Investment Institute joins Oscar to explore what AI means for the broad economy and the different stages of AI's evolution.

Sources: Productivity estimates based on Brynjolfsson, Li, and Raymond (2023), Dell’Acqua et al. (2023) , Cui et al. (2024); Capex spend from BlackRock Investment Institute, Reuters, October 2024; Agricultural data based on IPUMS USA, October 2024

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. Reference to the names of each company mentioned in this communication is merely for explaining the investment strategy and should not be construed as investment advice or investment recommendation of those companies. For full disclosures go to Blackrock.com/corporate/compliance/bid-disclosures

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