Blackrock’s global chief investment strategist, Wei Li, emphasizes that mega forces such as artificial intelligence and geopolitical fragmentation are reshaping economies, urging investors to focus on thematic opportunities rather than traditional business cycles. The report highlights three key investment themes: financing the future, rethinking investing, and maintaining a pro-risk stance. Investment in AI infrastructure and low-carbon projects is critical, potentially matching the scale of the Industrial Revolution. Blackrock advocates for broader investment strategies, including private markets, to capture growth. While optimistic about US equities, they caution against rising budget deficits and advise remaining flexible in a volatile environment.