Wei Li, BlackRock’s Global Chief Investment Strategist, shared insights from the firm’s 2026 Midyear Global Outlook. She highlighted the ongoing tension between scarcity and abundance in the global economy. While AI currently creates short-term scarcity, it also promises long-term abundance. Li encourages investors to pinpoint bottlenecks in the AI value chain and emphasizes the need for portfolio diversification. She advocates for investing in U.S. equities, particularly in light of geopolitical tensions and the energy transition, to build resilient investment strategies for the future.
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Wei Li from BlackRock Discusses AI’s Influence and Investment Prospects