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BlackRock
came into 2026 with a clear investment plan built around three pillars: artificial intelligence, income, and diversification.
Jay Jacobs, BlackRock’s head of equity exchange-traded funds, laid out ways in which ETFs fit into the shifting market bets from the world’s largest asset manager, which oversees more than $13 trillion from investors. Investors should remain focused on growth, he says, but precision will matter more than broad exposure.
“The first is really what are the biggest growth opportunities in the market today,” Jacobs said on CNBC’s “ETF Edge” on Monday. “Where you have to get laser focused to try and find some of these targeted exposures, like artificial intelligence, that could do very well in this environment.”
