5 Mega Trends Reshaping Markets: AI, Infrastructure & The Future of Investing

July 9, 2026

Conrad Kluge recently sat down down with Anna Nerys, iShares Product Strategist at BlackRock, to explore the five major forces driving structural change across the global economy. From the rapid growth of AI and the massive infrastructure buildout supporting it, to aging populations, energy demand, and the evolution of digital assets like Bitcoin, this discussion examines how long-term themes may influence portfolios and create new opportunities for investors.

You’ll gain insights into where AI adoption stands today, why infrastructure may play a critical role in the next phase of economic growth, how demographic trends are shaping investment landscapes, and why digital assets are increasingly being discussed within diversified portfolios.

Whether you’re focused on wealth preservation, portfolio construction, or identifying long-term investment opportunities, this conversation provides valuable perspective on the forces shaping the future of investing.

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