In a challenging year for financial markets, investors seek sectors with greater profitability potential. According to the latest report of Blackrock, the artificial intelligence (AI) could be the key to generating significant returns in 2025.
The Global Investment Management Company states that the technological actions of great capitalization will continue to lead stock market growth, driven by the mass adoption of this technology.
Blackrock bets on technology and AI in 2025
The Blackrock report, recently published by Investing.com, highlights that US actions have surpassed their global peers for a long period, thanks to deep capital markets and a flexible regulation environment. Despite a complicated start of the year for the S&P 500, the firm believes that the upward trend will continue to be led by the technological sector.
“The technological actions of great capitalization and others linked to AI will continue to promote the returns of the US market, especially as their adoption increases,” said Blackrock analysts.
London Stock Exchange Group (LSE) data reinforce this projection: the technological sector is expected to grow 18% in 2025, compared to 11% of the general index. This difference, although less than in 2024, confirms the strength of the sector in the generation of profits.
Europe and China in the radar of investors
The report also analyzes the performance of European actions, that surpassed the Americans at the beginning of 2025. However, Blackrock argues that the US will recover leadership, promoted by the Revolution of Artificial Intelligence and the expectations around the new administration of Donald Trump.
On the other hand, China It is also positioned as a key player in the AI market. Startup’s irruption Deepseek And the recent meeting of President Xi Jinping with business leaders of the private sector could indicate a more favorable regulatory environment for technological innovation in the Asian country. However, Blackrock warns that technological competition between China and the US could generate challenges for investments.
Perspectives for the rest of 2025
With a global scenario marked by the volatility and progress of artificial intelligence, Blackrock maintains its “tactical overponderation” in US technological actions and evaluates greater exposure to China.
For investors seeking long -term opportunities, the technological sector continues to be presented as a key commitment in 2025. With the support of the main fund managers, artificial intelligence continues to consolidate as one of the most promising growth engines of the global market.
Source: Ambito
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