Svmuu News BlackRock The group’s research arm noted in its 2026 Mid-Term Global Investment Outlook report that it maintains a cautious stance on emerging market equities while remaining bullish on short- and medium-term government bonds in the eurozone. Regarding the former, the report pointed out the risk of concentration in artificial intelligence.
Regarding the latter, the report suggests that policy concerns over the interest rate outlook appear to be overblown. The world’s largest asset management firm has downgraded its rating on emerging market equities for the next 6 to 12 months from “overweight” to “neutral.” The report notes that risks exist in markets such as South Korea, which are highly dependent on AI-related companies.(Jin Shi)