๐ BlackRock's 2026 Midyear Global Investment Outlook: Scarcity vs. AI Abundance
BlackRock Investment Institute's midyear outlook frames 2026 as a choice between AI-driven abundance and scarcity in power, labor, capital and materials. Three themes anchor the call: 'micro is macro,' 'leveraging up,' and a 'diversification mirage.' BlackRock stays pro-risk, expecting equities tied to AI buildout to outperform long-term government bonds, with US tech leadership and resilient margins underpinning confidence.
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