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BlackRock Investment Institute elevates U.S. equities to 'overweight' from 'neutral' The decision reflects confidence in robust corporate earnings, especially from the tech sector.
BlackRock upgraded U.S. equities to 'overweight' from 'neutral' citing strong corporate earnings.
KEY POINTS
- Expected 2026 tech sector earnings growth has risen to 43% from last year's 26%.
- BlackRock believes rising oil prices will have a limited global economic impact.
- J.P. Morgan and Morgan Stanley also view current market dips as buying opportunities.
COMPANIES
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