While echoes of past exuberance are hard to ignore, a closer look reveals a fundamentally different landscape—one supported by real profitability, disciplined capital allocation, and broad-based adoption that are shaping where we see opportunities ahead.
The 2026 market outlook is shaped by AI, record capital expenditure and rising leverage. Jean Boivin of the BlackRock Investment Institute joins The Bid to unpack why “micro is macro,” how AI investing and megaforces are driving growth, what leveraging up means for debt markets, and why diversification may be a mirage.