BlackRock - Thematic Investing Mid-Year Update

2025

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AI-generated summary

1) This BlackRock mid-year update provides ten key charts and thematic insights on artificial intelligence and geopolitical fragmentation to help investors navigate long-term growth opportunities in 2025.
2)
- Highlights accelerating AI trends, including surging energy infrastructure demands, rising big tech capex, and evolving labor force impacts.
- Examines the impacts of geopolitical fragmentation, covering U.S. startup dominance, manufacturing reshoring, and rising global defense spending.
- Details relevant iShares exchange-traded funds and alternative asset trusts linked to these structural market themes.
3) Tags: artificial intelligence, geopolitics, thematic investing, iShares, ETFs

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