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BlackRock Australia on AI, inflation, and rising US bond yields

BlackRock Australia’s Equities Strategist, Lydia Vitalis sits down with Tom Piotrowski to discuss the broadening of the AI trade, why investors need to be more purposeful about where they seek diversification, and what to look out for as we approach the end of 2026.

About the Author
Tom Piotrowski , NAB

Tom Piotrowski is Head of Market Insights at nabtrade. He has been covering financial markets for more than two decades, sharing his insights during regular appearances on Australian TV, radio and podcast shows. Tom is known for his unique ability to transform complex financial topics into interesting and actionable information for local investors. Prior to this, he worked as a trader in Fixed Income and Currency markets.