Rick Rieder
Showing 1–5 of 5 transcripts.
- Milken Institute1h 2m
Global Asset Management and Alternatives | Global Conference 2025
Sarah Sandler, Jennifer Prosek, Kamal Bhatia, Kim Lew, Tony Minella, Rick Rieder, Daniel Simkowitz
Six industry leaders from PIMCO, Columbia, Morgan Stanley, and Eldridge Capital convened to assess a divergent U.S. economic outlook where sentiment ratings ranged from nervousness to bullish optimism regarding technology and demographics. The panel highlighted a structural shift in private market access for retirement plans, noting projections for allocations to triple while discussing converging returns in private credit and international opportunities in Japan and Brazil. Additionally, the experts advocated for specific policy reforms including Federal Reserve stability, fiscal discipline, and the protection of the R&D ecosystem to sustain long-term growth.
- Goldman Sachs30 min
BlackRock’s Rick Rieder on his career, the markets, and investing in the current environment
BlackRock's Chief Investment Officer of Global Fixed Income, Rick Reeder, outlined a market strategy prioritizing carry and equity convexity while predicting Federal Reserve rate cuts in the latter half of 2024. Reeder attributes the resilience of the U.S. economy to a service-heavy structure and deleveraged private sectors, positioning the nation to absorb a $30 trillion debt load through nominal GDP growth. On the technological front, he directs BlackRock's capital toward businesses with proprietary data to capitalize on AI advantages, cautioning that only early-stage private investments currently avoid portfolio skew.
- Goldman Sachs29 min
How much higher can bond yields go?
Rick Rieder, Praveen Korapaty, Alison Nathan, Praveen Kaurapati
BlackRock's Rick Reeder and Goldman Sachs analysts project the Federal Reserve has peaked with rates likely to stay elevated to protect millions of jobs while inflation remains sticky. Global central banks are diverging as the Bank of Japan adjusts its yield curve control and the ECB hikes toward 4%, prompting investors to favor European assets and high-yielding short-duration cash over U.S. credit. This strategic shift aims to capture over 5% annualized returns on the front end of the yield curve while navigating a structurally higher neutral rate environment.
- Goldman Sachs30 min
Rick Rieder, CIO of Global Fixed Income, BlackRock and Jan Hatzius, Chief Economist, Goldman Sachs
Rick Rieder, Jan Hatzius, Tony Pasquariello
Goldman Sachs Chief Economist Jan Hatzius and BlackRock's Rick Reeder debate the trajectory of U.S. inflation, with Hatzius forecasting a return to 2% by next year while Reeder warns of structural stickiness driven by wage pressures and corporate pricing power. The panelists assess the sustainability of current U.S. debt levels through low real interest rates and critique past fiscal interventions, noting that the 2021 American Rescue Plan was larger than necessary compared to the decisive pandemic response. Shifting to investment strategy, Reeder advocates for growth equities and European credit, whereas Hatzius emphasizes evolving forecast models that prioritize probability distributions over single-point predictions to navigate the current economic regime.
- Goldman Sachs23 min
From “The Way Forward" Conference: Rick Rieder, CIO of Global Fixed Income, BlackRock
Rick Reader outlines a market environment defined by unprecedented volatility and a structural shift toward equity-heavy allocations as the Federal Reserve maintains zero interest rates and expands its balance sheet to roughly $11 trillion. He forecasts moderate inflation driven by monetary expansion rather than traditional demand, prompting investors to hedge against currency debasement while European markets benefit from a new era of coordinated monetary and fiscal stimulus. To navigate these complex regimes, the investment landscape is evolving into a hybrid model that combines human macroeconomic judgment with BlackRock's aggressive integration of high-frequency data and advanced analytics.