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Twice a year, we gather BlackRock's senior decision makers for a two-day forum on the market outlook and its investment implications. We debated many topics at our meeting last week in London, including what could spark a change in the macro backdrop and how to prepare portfolios for a wider range of possible outcomes. The implications will be reflected in our updated tactical asset allocation views, to be published in our mid-year outlook on July 8. Below we give a glimpse of our debates.