BlackRock’s 2026 mid-year outlook turns cautious on emerging-market stocks, while shifting to a constructive stance on euro-area government bonds over the short to medium term. The note suggests relative preference for duration/sovereign risk in Europe versus EM equities, but it is positioning-focused rather than based on a single catalyst.
BlackRock’s 2026 mid-year outlook turns cautious on emerging-market stocks, while shifting to a constructive stance on euro-area government bonds over the short to medium term. The note suggests relative preference for duration/sovereign risk in Europe versus EM equities, but it is positioning-focused rather than based on a single catalyst.
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