In its latest mid-year outlook, global asset manager BlackRock has affirmed a risk-on investment posture, maintaining an overweight position in U.S. equities. The firm’s strategists identify several long-term ‘mega forces’ they believe are fundamentally reshaping global financial markets. Among these transformative trends, the ongoing digitalization of finance, including the maturation of stablecoin ecosystems and tokenization, is highlighted as a key structural shift.
BlackRock’s analysis suggests these technological advancements in digital assets are enhancing market infrastructure and creating new avenues for capital formation and liquidity. This evolution, alongside other macroeconomic forces, underpins the firm’s constructive view on risk assets. The investment giant anticipates these trends will continue to drive portfolio allocation decisions and market performance through 2026, advocating for strategic exposure to sectors and innovations poised to benefit from this financial transformation.
