🏦 **BlackRock Lengthens Tactical Horizon to 6-12 Months, Stays Overweight US and EM Equities**
BlackRock's latest Weekly Market Commentary (as of June 29, 2026) says it has lengthened its tactical investment horizon back to six to 12 months, remains overweight U.S. and emerging-market equities (selectively), and stays underweight long-term U.S. Treasuries while neutral on euro area government bonds.

**Why it matters:** The shift signals BlackRock sees contained near-term risk from the Middle East conflict to global growth, which could support continued risk-asset allocations into the second half of 2026.
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