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BlackRock sees extended rally in select equities amid investor cash allocations

BlackRock said the equity bull market, led by major tech and growth stocks, may continue into 2026 as investors keep focused exposure amid strong earnings and liquidity.
BlackRock’s strategists reported that they expect the ongoing bull market in equities, particularly in major tech and risk assets, to persist into 2026. They highlighted that investors maintaining targeted exposure to growth-oriented stocks and staying invested could benefit from continued earnings strength and liquidity support, even as cash positions remain elevated and cautious sentiment persists.