The post BlackRock Remains Risk-on as ‘Mega Forces’ Like AI, Stablecoins Transform Financial Markets appeared on BitcoinEthereumNews.com. In brief BlackRock’s 2026 outlook remains pro-risk as AI transforms the global economy. The asset management giant highlighted AI’s growth, energy constraints, and the rise of stablecoins among other the key highlights of broader “mega force” trends. Over the next 6-12 months, it is “overweight” U.S. equities as it expects the AI theme to continue as a major trend. Global investment firm BlackRock is “pro-risk and overweight” U.S. equities as the continued growth of artificial intelligence (AI) and rapid rise of stablecoins help transform financial markets heading into 2026. The firm says that mega forces, or major structural changes that affect investments now and in the future, are changing the global economy. The most dominant mega force is AI, according to its 2026 outlook report.  “With a few mega forces driving markets, it is hard to avoid making a big call on their direction – and as such, there is no neutral stance, not even exposure to broad indexes,” BlackRock’s report reads.  “We remain pro-risk and see the AI theme still the main driver of U.S. equities. Yet this environment is ripe for active investing – picking winners and losers from among the builders now and later as AI gains start to spread, in our view.”  The firm’s report also highlights the role of stablecoins in the “future of finance,” a mega force it says characterizes the changes in “how households and companies use cash, borrow, transact and seek returns.” That definition has now expanded to include crypto and stablecoins, a representative for the firm told Decrypt.  “Stablecoins are no longer niche–they’re becoming the bridge between traditional finance and digital liquidity,” BlackRock’s Global Head of Market Development Samara Cohen said.  The firm also sees the potential for stablecoins to grow beyond banking, indicating a potential role in cross-border payments and… The post BlackRock Remains Risk-on as ‘Mega Forces’ Like AI, Stablecoins Transform Financial Markets appeared on BitcoinEthereumNews.com. In brief BlackRock’s 2026 outlook remains pro-risk as AI transforms the global economy. The asset management giant highlighted AI’s growth, energy constraints, and the rise of stablecoins among other the key highlights of broader “mega force” trends. Over the next 6-12 months, it is “overweight” U.S. equities as it expects the AI theme to continue as a major trend. Global investment firm BlackRock is “pro-risk and overweight” U.S. equities as the continued growth of artificial intelligence (AI) and rapid rise of stablecoins help transform financial markets heading into 2026. The firm says that mega forces, or major structural changes that affect investments now and in the future, are changing the global economy. The most dominant mega force is AI, according to its 2026 outlook report.  “With a few mega forces driving markets, it is hard to avoid making a big call on their direction – and as such, there is no neutral stance, not even exposure to broad indexes,” BlackRock’s report reads.  “We remain pro-risk and see the AI theme still the main driver of U.S. equities. Yet this environment is ripe for active investing – picking winners and losers from among the builders now and later as AI gains start to spread, in our view.”  The firm’s report also highlights the role of stablecoins in the “future of finance,” a mega force it says characterizes the changes in “how households and companies use cash, borrow, transact and seek returns.” That definition has now expanded to include crypto and stablecoins, a representative for the firm told Decrypt.  “Stablecoins are no longer niche–they’re becoming the bridge between traditional finance and digital liquidity,” BlackRock’s Global Head of Market Development Samara Cohen said.  The firm also sees the potential for stablecoins to grow beyond banking, indicating a potential role in cross-border payments and…

BlackRock Remains Risk-on as ‘Mega Forces’ Like AI, Stablecoins Transform Financial Markets

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In brief

  • BlackRock’s 2026 outlook remains pro-risk as AI transforms the global economy.
  • The asset management giant highlighted AI’s growth, energy constraints, and the rise of stablecoins among other the key highlights of broader “mega force” trends.
  • Over the next 6-12 months, it is “overweight” U.S. equities as it expects the AI theme to continue as a major trend.

Global investment firm BlackRock is “pro-risk and overweight” U.S. equities as the continued growth of artificial intelligence (AI) and rapid rise of stablecoins help transform financial markets heading into 2026.

The firm says that mega forces, or major structural changes that affect investments now and in the future, are changing the global economy. The most dominant mega force is AI, according to its 2026 outlook report. 

“With a few mega forces driving markets, it is hard to avoid making a big call on their direction – and as such, there is no neutral stance, not even exposure to broad indexes,” BlackRock’s report reads. 

“We remain pro-risk and see the AI theme still the main driver of U.S. equities. Yet this environment is ripe for active investing – picking winners and losers from among the builders now and later as AI gains start to spread, in our view.” 

The firm’s report also highlights the role of stablecoins in the “future of finance,” a mega force it says characterizes the changes in “how households and companies use cash, borrow, transact and seek returns.” That definition has now expanded to include crypto and stablecoins, a representative for the firm told Decrypt. 

“Stablecoins are no longer niche–they’re becoming the bridge between traditional finance and digital liquidity,” BlackRock’s Global Head of Market Development Samara Cohen said. 

The firm also sees the potential for stablecoins to grow beyond banking, indicating a potential role in cross-border payments and as alternatives to local currencies in emerging markets. 

The total stablecoin market cap has grown by more than $100 billion since this time last year, according to data from DefiLlama, with more than $307 billion in stablecoins—led by Tether’s USDT and Circle’s USDC, now circulating. 

Despite their rapid growth, predictors on Myriad’s prediction market think it’s unlikely that the total market cap will spike to $360 billion by February.

(Disclaimer: Myriad is a unit of Dastan, the parent company of an editorially independent Decrypt.)

In addition to stablecoin growth, the firm pointed to the fragmentation of AI and defense, growing energy constraints for the AI build, and a new uneven phase for private credit as underlying themes impacting broader mega forces. 

Over the next six to 12 months, it remains committed to AI thanks to good earnings figures and healthy balance sheets, signaling AI favor as one of its “big calls” moving forward. 

“We stay overweight U.S. stocks on the broadening AI theme, with risk appetite supported by Fed rate cuts,” the firm wrote. 

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Source: https://decrypt.co/350853/blackrock-risk-on-mega-forces-ai-stablecoins-transform-markets

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