Why BlackRock Is Betting on the AI Boom

The video discusses changes in market positioning after a cautious first half of the year, highlighting opportunities in fixed income and the introduction of a new investment playbook. It emphasizes the importance of macro-based allocation, granular investment opportunities, and the role of AI in market dynamics. The video also stresses the need for explicit focus on developed market AI due to its complex interplay with cyclical and structural forces.

What is the significance of artificial intelligence in the investment strategy mentioned?

What approach is being taken towards U.S. equity allocation in the current media outlook?