AI continues as core focus of thematic funds in 2026, says BlackRock
Mega forces converge to reshape portfolios as AI depth, defense digitization, and energy constraints are redefining thematic investing for advisors. Artificial intelligence, geopolitical fragmentation, infrastructure expansion, and digital assets are the intersecting forces reshaping portfolio construction and opportunity sets in 2026. Markets are increasingly driven by long-term structural themes rather than short-term cycles and BlackRock’s…
