INVESTMENT OUTLOOK

2026 Midyear Global Outlook

View
INVESTMENT PERSPECTIVES

Income restored – but stay flexible

View
INVESTMENT PERSPECTIVES

Our take on total portfolio approach

View
GLOBAL INSIGHTS

Resilience reshapes the GCC’s investment cycle

View
INVESTMENT PERSPECTIVES

Energy security in a world shaped by supply

View
PUBLICATIONS

View all of our insights

View
People team icon

Meet the BII team

The BlackRock Investment Institute connects BlackRock’s experts on the global economy, markets, portfolio construction and geopolitics.

Geopolitical risk dashboard

Pushing limits

AI has the potential to reshape long-term growth, but getting there means navigating today's supply constraints. In BlackRock's 2026 Midyear Outlook, Wei Li explores why scarcity is creating opportunities across AI infrastructure, durable income and infrastructure investing.

Contact the team

Read BlackRock's privacy notice

Sign up to the latest insights from the BlackRock Investment Institute

Stay ahead of markets with the latest from our investment strategists and researchers. Discover insights into market trends, in-depth proprietary research and more.