BlackRock – Equity Market Outlook, Q1 2026
The main theme of the report is the outlook for global equity markets in the context of AI technology development.
Key findings include: Global equity markets continue to show growth despite macroeconomic uncertainty related to interest rates, trade tariffs, and geopolitical instability. AI-related stocks continue to support earnings growth in the U.S., while international markets are showing even stronger results. Significant investment in AI is expected, which will be an important growth driver for the U.S. economy. Despite concerns about potential disappointments in AI adoption, the outlook remains optimistic, with expectations that AI will drive a new wave of innovation and efficiency across various sectors. Active research-based approaches are becoming increasingly important to capture the next phase of AI-related growth.
