BlackRock: AI is fuelling a historic surge in private credit investment

Jean Boivin, Global Head of BlackRock Investment Institute, argues that AI is driving the biggest investment transformation in history, with private credit emerging as one of the largest long-term beneficiaries. He says investors do not need to pick individual AI winners to profit — investing in the supporting financial infrastructure is sufficient. Boivin dismisses comparisons to the dot-com bubble or the 2008 financial crisis, stressing that balance sheet quality is more important than ever.

More on this topic

📈 Business BlackRock and Vanguard emerging-market ETFs diverge by 170% on AI rally Bloomberg · 23d ago 🪙 Crypto Bitcoin ETFs shed nearly $475 million in outflows at end of last week Bitcoin Magazine · 1d ago 💻 Technology AI pioneer who brought the tech to Wall Street in 1994 won't trust ChatGPT with his money MarketWatch · 2d ago

More on this topic

📈 Business BlackRock and Vanguard emerging-market ETFs diverge by 170% on AI rally Bloomberg · 23d ago 🪙 Crypto Bitcoin ETFs shed nearly $475 million in outflows at end of last week Bitcoin Magazine · 1d ago 💻 Technology AI pioneer who brought the tech to Wall Street in 1994 won't trust ChatGPT with his money MarketWatch · 2d ago