BlackRock Investment Institute Archives

Analysis: Is the reign of the magnificent seven under strain?

Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.

The world’s largest asset manager said mega-cap tech firms have “unmatched resources” to stay ahead in the race to build out artificial intelligence.

Could the economy’s unexpected fall in GDP during the first quarter derail the enthusiasm for Japanese equities?

Structural shifts and core longer-term themes are creating opportunities across sectors and regions today.

The world’s largest asset manager is upping exposure to short-term sovereign bonds and downgrading credit in the long run.

Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.