BlackRock(@BlackRock):Scarcity is changing today's investment landscape. From labor and energy to infrastructure and capital, supply constraints are influencing growth, inflation, and markets. At the same time, AI is accelerating the path toward abundance. On the latest episode of The Bid #podcast, host Oscar Pulido sits down with Jean Boivin, Head of the BlackRock Investment Institute, to discuss the BlackRock Investment Institute’s Midyear Outlook and the three themes shaping the second half of 2026: #AI scarcity, durable income and investing beyond traditional asset labels. 🎧 Listen:

2026.07.02 13:30

Scarcity is changing today's investment landscape. From labor and energy to infrastructure and capital, supply constraints are influencing growth, inflation, and markets. At the same time, AI is accelerating the path toward abundance. On the latest episode of The Bid #podcast#, host Oscar Pulido sits down with Jean Boivin, Head of the BlackRock Investment Institute, to discuss the BlackRock Investment Institute’s Midyear Outlook and the three themes shaping the second half of 2026: #AI# scarcity, durable income and investing beyond traditional asset labels. 🎧 Listen: