Education
Skip to content
Welcome to the BlackRock site for intermediaries
Before you proceed, please take a moment to review and accept the following Terms and Conditions.
The information contained on this website is intended strictly for Sophisticated Clients as defined under the Capital Market Authority rules and regulations.
The information contained on this website is being made available on the basis that the recipient acknowledges and understands:
- any product/service related literature contained on this website is not subject to any form of regulation or approval by the CMA or any other relevant licensing authority or governmental agency in the Kingdom of Saudi Arabia;
- the information contained on this website does not constitute or form any offer or recommendation to issue or sell, or any solicitation of any offer to subscribe for or purchase, any securities, investment products and/or services in the Kingdom of Saudi Arabia and accordingly should not be construed as such;
- the information contained on this website is for information purposes only and is not intended for and should not be distributed to, or relied upon by, members of the public;
- the information contained on this website may contain statements that are not purely historical in nature but are ‘forward looking statements, including amongst other things, projections forecasts or estimates of income. These forward-looking statements are based on certain assumption, some of which are described in other documents or materials.
This website and the information it contains is not directed at residents of any country where it is prohibited by law or regulations from making the information available. It is not intended for access or any use that would be contrary to local law or regulation.
The CMA has no responsibility for reviewing or verifying any Prospectus or other documents contained on this website.
Whilst great care has been taken to ensure that the information contained on this website is accurate, no responsibility can be accepted for any errors, mistakes or omissions or for any action taken in reliance thereon.
You may only reproduce, circulate and use any information contained on this website with the express consent of BlackRock Saudi Arabia.
BlackRock Saudi Arabia is authorised and regulated by the Capital Market Authority, license no. 18-192-30.
BlackRock Saudi Arabia is located at Laysen Valley, Building 7976 Salim Ibn Abi Bakr Shaikan St West Umm Al Hamam District, 2223, Riyadh 12329, Saudi Arabia.
I CONFIRM THAT I AM A SOPHISTICATED INVESTOR, HAVE READ THE IMPORTANT INFORMATION AND WISH TO PROCEED
2026 MIDYEAR GLOBAL OUTLOOK
Scarcity vs. abundance
Could AI accelerate innovation and lift economic growth, ushering the world into a new era of abundance? Or will scarcity in power, labor, capital and materials dominate? Our 2026 Midyear Global Outlook looks at the big calls investors can’t avoid — and how the possibility of multiple, very different economic outcomes demand a portfolio rethink.
Capital at risk. The value of investments and the income from them can fall as well as rise and are not guaranteed. Investors may not get back the amount originally invested.
Investment themes
-
01
AI scarcity
The AI buildout is accelerating, bringing binding constraints forward. We stay overweight U.S. equities and focus on opportunities driven by bottlenecks to participate in AI growth: power, grids, memory, chips, data centers.
-
02
Durable income
Higher yields have revived income as a portfolio anchor, but the source of that income matters. We prefer earning income in short-term bonds over long-term government bonds with high sensitivity to interest rates.
-
03
Beyond labels
Asset-class buckets are a less useful starting point in a world shaped by mega forces. Infrastructure shows why: Its exposure to AI demand, energy security and fragmentation runs across markets and asset classes.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or financial product or to adopt any investment strategy. The opinions expressed are as of June 2026 and may change as subsequent conditions vary.
Discover our key themes for the 2026 Midyear Global Outlook
Read the latest views from BII across asset classes, as we take stock of recent events and their potential implications for tactical and strategic allocations.
Actionable investment ideas for European investors
In this environment, we look to durable growth opportunities and volatility-driven dislocation. With duration less reliable in 2026, we broaden diversifiers and income sources to build portfolios for today’s markets.
Explore more
About us
Insights
Education
-
Education
Themes
© 2026 BlackRock, Inc. All rights reserved.
MKTG0626-5696501-EXP0627