BlackRock
June 9, 2026
Innovation Themes: From Orbit To Open Banking
Macro ThematicEquitiesPrivate MarketsInformation TechnologyIndustrials
This report highlights a 2026 recovery in global IPO activity and shifting investor focus toward structural growth themes like AI, space, and clean energy. It outlines investment vehicles for capturing innovation-led capital formation in a fragmented macro environment.
Key Takeaways
- 1.Global IPO activity is showing early signs of recovery in 2026, driven by stabilizing funding conditions and a backlog of private assets.
- 2.Investor attention is focused on sectors aligned with mega forces, specifically AI, digital platforms, fintech, and industrial innovation.
- 3.Innovation themes gaining traction include quantum computing, defence technology, space, nuclear energy, and fintech.
Table of Contents
- Innovation themes
- Risk Warnings
- Product Risks
- Description of Product Risks
- Important information
- Index Disclaimers
- Fund-specific risks
- Description of Fund Risks
- BlackRock Private Equity Fund
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Securities
IARTDFEU
Themes
Artificial IntelligenceSpace EconomyEnergy Transition
Regions
EuropeAsia PacificUnited StatesIsrael
