# BlackRock says investors may want to focus on assets tied to the real economy.

*fintech · news · 2026-05-01 · CNBC*

## Key points

- BlackRock recommends focusing on bonds tied to the real economy amid current volatility.
- HALO assets—tangible assets with low obsolescence—are seen as less vulnerable to AI disruption.
- Energy security concerns have intensified due to both AI demand and a spike in oil prices.
- Current attractive opportunities are in securitized sectors, especially MBS and asset-backed securities.
- BlackRock suggests keeping bond duration on the front end or belly of the yield curve.

**Companies:** BlackRock
**Countries:** United States

[Read the full story on CNBC](https://www.cnbc.com/2026/05/01/blackrock-says-these-bonds-have-attractive-yields-and-can-help-insulate-from-ai-disruption.html)

---

Canonical: https://newsio.io/n/7c14e54a-92d9-48e3-b48d-ab72cde4da20/blackrock-says-investors-may-want-to-focus-on-assets-tied-to-the-real-economy-th
Summarized by Newsio from CNBC. https://newsio.io/how-it-works