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BlackRock 2026 Outlook Report: Digital Assets as Payment and Settlement Infrastructure, Bullish on AI-related US Stocks
Summary: BlackRock recently released its 2026 global outlook report, emphasizing the massive investment in AI infrastructure, leading to the concept of 'micro is macro' and posing challenges such as rising leverage and diversification illusions. The report maintains a pro-risk stance, overweights US stocks (especially AI-related ones), and is optimistic about active investment opportunities. The core three ...
BlackRock recently released its 2026 global outlook report, emphasizing the massive investment in AI infrastructure, leading to the concept of 'micro is macro' and posing challenges such as rising leverage and diversification illusions. The report maintains a pro-risk stance, overweights US stocks (especially AI-related ones), and is optimistic about active investment opportunities. The core three investment themes of the report include the dominance of a few companies in AI construction, with investment potential reaching $5-8 trillion (2025-2030), supporting US economic growth in 2026. The report also highlights the evolving role of stablecoins as the plumbing of the financial system, transitioning from speculative assets to bridges connecting traditional finance and digital liquidity, particularly in slow/expensive/fragmented regions.
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Link: BlackRock 2026 Outlook Report: Digital Assets as Payment and Settlement Infrastructure, Bullish on AI-related US Stocks [Copy]
