๐ฆ 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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