๐ BlackRock Investment Institute: 2026 Global Outlook โ "Micro is Macro"
BlackRock's Investment Institute outlines three 2026 themes โ "micro is macro," "leveraging up," and "diversification mirage" โ arguing AI-driven capex is now large enough to move macro growth, and stays overweight U.S. equities and tech ahead of its midyear outlook update on June 30.
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