This 2025 Global Outlook from BlackRock Investment Institute provides insights into the transformative forces reshaping economies and financial markets.
• Mega Forces: Structural shifts, including AI innovation, geopolitical fragmentation, and low-carbon transitions, are driving unprecedented economic changes.
• Investment Strategies: Favor U.S. equities due to strong corporate earnings and AI adoption; infrastructure equity and private markets are highlighted for long-term growth.
• Fixed Income: Underweight U.S. Treasuries due to fiscal pressures, preferring European bonds and short-term credit for income and stability.
For a detailed exploration of these themes and actionable portfolio strategies, access the full report.
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