BlackRock’s latest ETF allocation report singles out artificial‑intelligence and Bitcoin as the two most promising sectors for the coming decade. The firm’s analysts argue that AI’s rapid adoption across industries, coupled with Bitcoin’s growing role as a digital store of value, positions both assets to outperform traditional equities and fixed‑income markets.
The AI segment is highlighted for its ability to drive productivity gains, lower operational costs and create entirely new business models. BlackRock points to the surge in AI‑related hardware, software and services, noting that companies leveraging machine‑learning and generative AI are seeing outsized revenue growth and market‑share gains.
Bitcoin, meanwhile, is framed as a hedge against inflation and geopolitical uncertainty. The report cites increasing institutional adoption, the launch of regulated Bitcoin ETFs, and the cryptocurrency’s limited supply as factors that could sustain its upward trajectory despite short‑term volatility.
BlackRock’s recommendation comes amid a broader shift toward thematic investing, where investors allocate capital to long‑term trends rather than cyclical sectors. By pairing AI’s growth potential with Bitcoin’s defensive qualities, the firm suggests a balanced portfolio that can capture upside while mitigating risk in turbulent markets.
