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Markets & outlook · Video

Midterms and AI in focus at 2027 Forum

It is a short, manager-side recap of how one large asset manager is framing election outcomes, AI adoption and capital competition ahead of its annual outlook. Useful mainly as a marker of the themes a major allocator intends to carry into 2027 planning.

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Summary

By the markets & outlook desk

A BlackRock Investment Institute strategist, Roelof Salomons (chief investment strategist for the Netherlands and the Nordics), gives his takeaways from the firm's internal 2027 Forum. The description names three topics discussed at the event: the U.S. midterms, AI adoption and competition for capital, framed as inputs to the firm's 2027 Global Outlook.

  1. The forum was held internally the previous week and covered the U.S. midterms, AI adoption and competition for capital.
  2. Roelof Salomons is chief investment strategist for the Netherlands and the Nordics at the BlackRock Investment Institute.
  3. The takeaways are positioned as a lead-in to the firm's 2027 Global Outlook.

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