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Thematic investing is increasingly shaping how investors interpret markets heading into 2026, as artificial intelligence, geopolitical fragmentation, and infrastructure constraints intersect across the global economy. Ja...
249: Thematic Investing in 2026: AI, Defense, Infrastructure, and the Next Phase of Market Transformation is an episode from The Bid by BlackRock. Thematic investing is increasingly shaping how investors interpret markets heading into 2026,...
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Published Feb 13, 2026, 00:19:26 long, audio available.