Rethinking long-term investing

Rethinking long-term investing

From Market take by BlackRock

March 2, 2026 · 4 min · Episode 131

About this episode

Devan Nathwani discusses the need to rethink long-term investing strategies in response to changing economic forces.

Static strategic asset allocation no longer suffices in a world shaped by mega forces. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why It’s crucial to revisit key calls and focus on underlying economic drivers.  General disclosure: This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European Economic Area (EEA) countries: this is…

People in this episode

Guest: Devan Nathwani

Topics covered

  • long-term investing
  • asset allocation
  • economic drivers
  • portfolio strategy
  • investment advice

Keywords

  • long-term investing
  • asset allocation
  • economic drivers
  • portfolio strategy
  • investment risks

Mentioned in this episode

Organizations: BlackRock, BlackRock Investment Institute

Places: UK, Non-European Economic Area (EEA), London, England

More episodes of Market take

Explore listener stats, chart rankings, contacts and more on the Market take podcast page.