# G Gargi Pal Chaudhuri is the head of investment strategy at BlackRock's iShares.

*business · news · 2026-04-22 · Markets Insider*

## Key points

- Gargi Pal Chaudhuri says the AI theme remains a top bullish investment conviction for BlackRock.
- She advises investing in US large-cap stocks, specifically funds tracking the largest 100 companies.
- Stock-bond correlations recently hit 0.72, their highest since May 2024, reducing traditional diversification benefits.
- Shorter-duration Treasury inflation-protected securities have outperformed nominal bonds by approximately 12% since 2020.
- Energy security concerns are expected to persist due to AI-driven power needs and recent oil price shocks.

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

[Read the full story on Markets Insider](https://markets.businessinsider.com/news/stocks/how-to-invest-right-now-stock-market-strategy-blackrock-ishares-2026-4)

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