Keeping Risk-On in a Meaningful Manner: Tushar Yadava

BlackRock maintains a bullish stance on US equities despite geopolitical volatility, reaffirming its $220 billion model portfolio strategy. Tushar Yadava, BlackRock’s head of markets for model portfolio solutions, defended the firm’s "risk-on" approach in a March 2026 Bloomberg interview. The firm’s optimism contrasts with broader market unease, as geopolitical tensions disrupt asset classes globally. Yadava emphasized selective risk-taking, suggesting BlackRock’s models prioritize high-conviction US equities amid uncertainty. The discussion occurred on Bloomberg ETF IQ, highlighting institutional confidence in long-term equity growth despite short-term turbulence.