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BlackRock says investors may want to focus on assets tied to the real economy.
BlackRock recommends focusing on bonds tied to the real economy amid current volatility.
KEY POINTS
- 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
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