2025 Midyear Investment Outlook - Getting A Grip On Uncertainty

2025-07-03 13:13:00 ET

Introduction

Twice a year, BlackRock’s senior portfolio managers and investment executives gather for two days to debate the outlook for the global economy and markets – and its implications for portfolios. Since the previous Forum in November, we have met even more frequently to take stock of this year’s policy shifts driving financial market volatility – and elevated uncertainty. The Global Outlook is the culmination of that debate and discussion at our latest Forum and informs our macro framing: We have long argued this is a world being shaped by supply and undergoing a transformation driven by mega forces, or structural changes driving returns now and in the future. We evolve that by describing how we see the world losing long-term macro anchors that have underpinned investment processes for decades....

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