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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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