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Bank & fund research views Latest Activity

Public views from researchers and strategists at Morgan Stanley, J.P. Morgan, Goldman Sachs, Citi, HSBC, Barclays, UBS, Nomura, BlackRock, PIMCO and others: macro, rates, FX and market outlooks.

251 related activitiesLast 30 days 80 itemsFeatured among them 0 items

Updated

Activity Archive · Page 13 页

13 FebFriIssue 241–251 items
  1. BlackRock: The Bid34

    Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation

    Jay Jacobs, Head of US Equity ETFs at BlackRock, discusses 2026 thematic investing trends on The Bid podcast, noting that AI investment is shifting from growth narratives to focus on usage intensity, geopolitical fragmentation is reshaping the definition of defense, and physical infrastructure is becoming a key market constraint. The discussion is based on the iShares 2026 thematic outlook and is for informational purposes only and does not constitute investment advice.

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6 FebFri
  1. BlackRock: The Bid25

    BlackRock The Bid Episode 248: The Realities of Retirement Planning with Jaime Magyera

    Episode 248 of BlackRock's podcast The Bid features Jaime Magyera, Head of Wealth Advisory and Retirement for the US, answering listener-submitted questions on retirement planning. The episode redefines retirement as a self-directed transition rather than a fixed endpoint, exploring core topics such as starting planning early, flexible solutions for non-traditional career paths, and the value of professional financial advice. Content references BlackRock's Retirement Observatory survey published in September 2025.

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5 FebThu
30 JanFri
  1. BlackRock: The Bid38

    BlackRock The Bid Episode 247: How Hedge Fund Strategies Work and Why They're Catching Investors' Attention Now

    In episode 247 of BlackRock's The Bid, host Oscar Pulido speaks with Mike Pyle, Deputy Head of Portfolio Management at BlackRock, about how hedge fund strategies work and why they are attracting attention now. Mike Pyle notes that the core objective of hedge fund strategies is typically low correlation with traditional assets for diversification, rather than simply outperforming stocks. Macroeconomic volatility since 2021 has increased the suitability of these strategies, and their flexible risk exposure management capabilities are drawing more investor interest.

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23 JanFri
  1. BlackRock: The Bid34

    BlackRock The Bid Episode 246: On-the-Ground Macro and Geopolitical Outlook from Davos

    Episode 246 of BlackRock's The Bid was recorded on-site at the World Economic Forum in Davos, hosted by Oscar Pulido, with guests Philipp Hildebrand, Vice Chairman of BlackRock, and Tom Donilon. Drawing on conversations with political and business leaders, the episode analyzes shifts in the global macroeconomic and geopolitical landscape in 2026, covering adjustments in U.S.-Europe relations, economic pressures in Europe, the impact of national security on economic policy, and issues related to AI as a core force in the economy and geopolitics.

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1 JanThu
13 DecSat
  1. PIMCO：Accrued Interest24

    PIMCO Accrued Interest Podcast: Investment Themes for the Year Ahead with Marc Seidner

    In the final Accrued Interest podcast of 2025, Greg Hall speaks with Marc Seidner to outline five key themes shaping investment decisions in 2026. The discussion covers views on equities, credit, commodities, municipal bonds, and fixed income. This content is for informational purposes only and does not constitute investment advice.

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2 DecTue
  2. PIMCO：Accrued Interest34

    Do Headlines Impact Your Bottom Line? Risks and Realities in Today's Credit Markets

    PIMCO launched its Accrued Interest podcast, with host Greg Hall and Portfolio Manager Jason Duko discussing the latest developments in public and private credit. The episode explores the value of portfolio liquidity, private markets' ability to adapt to change, and the applicability of historical rules of thumb. Content is for informational purposes only and does not constitute investment advice.

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11 NovTue
  1. PIMCO：Accrued Interest28

    Macro, Markets, and Musical Metaphors: A Deep Dive with NewEdge Wealth CIO Cameron Dawson

    PIMCO's "Accrued Interest" podcast features Cameron Dawson, CIO of NewEdge Wealth, as its first external guest, joining Greg Hall to decode the current complex and volatile market dynamics. The conversation revolves around core issues such as the failure of traditional market data, the breakdown of leading indicators, assumptions about the AI capital expenditure cycle, and economic interconnectedness, exploring how to construct client portfolios in the current environment. This podcast is for informational purposes only and does not constitute investment advice.

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6 NovThu
  1. English translation is being prepared.29

    Our discontented winter: How generative AI is reshaping content moats in the entertainment industry

    Analysis from JPMorgan's Eye on the Market notes that the next decade will be defined by content creation transformation driven by generative AI. The column explores shifts in stock price performance between traditional cable/broadcast and streaming, the rise of social media as an all-purpose content consumption platform, growing acceptance of user-generated content, the spread of text-to-video tools, the value of content moats in film and television libraries, and the author's picks for the best films of the 21st century.

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