Three lessons from a tumultuous 2026 | Market take
Higher rates, the AI buildout and geopolitical fragmentation are reinforcing the new economic regime we’ve long described. What does that mean for investors?
Natalie Gill, Senior Portfolio Strategist at the BlackRock Investment Institute, looks at three lessons from 2026 so far: why the global reset in interest rates has further to run, why greater selectivity matters within the AI theme and why market resilience doesn’t mean geopolitical risks have disappeared.