Clients and friends, join us on Thursday, July 31st to hear Michel Dilmanian walk us through BlackRock’s latest Q2 2025 Global Outlook and what it means for markets and portfolios during this pivotal mid-year juncture.

During the event, you’ll gain insight on:

• The forces accelerating the transformation of the global economy, including geopolitical fragmentation, AI innovation, and shifts in financial policy
• Why U.S. macro policy has become a source of disruption—and how that's impacting markets
• BlackRock’s latest views on equity and bond markets, and where they see opportunity amid elevated uncertainty
• How investors should think about portfolio construction in an environment with no clear baseline
• And more

Michel Dilmanian is a member of the Tactical Asset Allocation research team at the BlackRock Investment Institute (BII). In this role, Michel contributes to the formation of BII’s tactical investment views using the team’s macroeconomic projections and portfolio construction framework.

Sign up above, and we’ll see you soon!

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