Midyear Forum: speed meets scarcity

Midyear Forum: speed meets scarcity

From Market take by BlackRock

June 1, 2026 · 4 min · Episode 144

About this episode

Michel Dilmanian discusses how AI investment and geopolitical risks are reshaping the investment landscape at BlackRock's Midyear Investment Forum.

Surging AI investment and geopolitical risks are showing how mega forces are reshaping the investment landscape. Michel Dilmanian, Portfolio Strategist at the BlackRock Investment Institute, unpacks how these developments will shape the debate at BlackRock’s Midyear Investment Forum this week. General disclosure : This material is intended for information purposes only, and does not constitute investment advice, a recommendation or an offer or solicitation to purchase or sell any securities, funds or strategies to any person in any jurisdiction in which an offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The opinions expressed are as of the date of publication and are subject to change without notice. Reliance upon information in this material is at the sole discretion of the reader. Investing involves risks. BlackRock does and may seek to do business with companies covered in this podcast. As a result, readers should be aware that the firm may have a conflict of interest that could affect the objectivity of this podcast. In the U.S. and Canada, this material is intended for public distribution. In the UK and Non-European…

People in this episode

Guest: Michel Dilmanian

Topics covered

  • AI investment
  • geopolitical risks
  • investment landscape
  • Midyear Investment Forum
  • portfolio strategy

Keywords

  • AI investment
  • geopolitical risks
  • investment strategy
  • BlackRock
  • Midyear Forum

Mentioned in this episode

Organizations: BlackRock, BlackRock Investment Institute

Places: UK, Canada, U.S., London

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