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10.07.26 - 08:00
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China′s appeal as portfolio diversifier grows, BlackRock strategist says (SCMP)
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China is increasingly being viewed by global investors as not only a growth opportunity but also a potential portfolio diversifier, as higher inflation, market volatility and changing correlations challenge traditional asset-allocation strategies, according to BlackRock's global chief investment strategist.
“China can provide exposure to different economic drivers,” Li Wei said at the asset manager's 2026 Midyear Outlook in Hong Kong earlier this week.
She added that Chinese assets, including......
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09.07.26 - 10:18
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AI Capex Cycle Hasn′t Reached Overspend Yet: BlackRock (Bloomberg)
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Helen Jewell, BlackRock's fundamental equities international CIO, discusses investment in the artificial intelligence space, saying "the next few years are very clear from an AI perspective because of the amount of capital that you'll see being invested in that space." Speaking on Bloomberg Television, Jewell adds that while every capex cycle reaches the point when overspend starts to happen, that is not the case yet. "We don't believe that we're there now." (Source: Bloomberg)...
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07.07.26 - 20:24
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Samsung Soars as Chip Stocks Slide | Open Interest 7/7/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." Samsung posts record profits, but chip stocks slide as investors demand even more from the AI trade. SpaceX heads for the Nasdaq 100, while some look for ways to avoid the name. Rising Strait of Hormuz tensions add fresh risk as President Trump arrives at NATO. Plus, BlackRock's Jean Boivin on AI's biggest winners, Amazon's AI spending debate, and the $14.5 billion chip chemicals deal reshaping M&A. (Source: Bloomberg)...
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07.07.26 - 17:48
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BlackRock′s Bold AI Credit Call (Bloomberg)
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BlackRock Investment Institute Global Head Jean Boivin joined Open Interest to talk about how AI is fueling the biggest investment transformation in history, making private credit one of the biggest long-term beneficiaries. He explains why investors don't need to pick AI winners to profit, why balance sheet quality matters more than ever, and why comparisons to the dot-com bubble or 2008 miss what's happening today. (Source: Bloomberg)...
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07.07.26 - 11:00
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BlackRock: Märkte preisen zunehmend einen durch KI getriebenen Wachstumsschub ein (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im globalen Marktkommentar. Dabei vertreten Jean Boivin (Head, BII), Wei Li (Global Chief Investment Strategist, BII), Vivek Paul (Global Head of Portfolio Research, BII) and Beata Harasim (Senior Investment Strategist, BII) folgende Ansichten: – Ob die KI-Euphorie berechtigt ist, entscheidet sich weniger an den aktuellen […]...
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07.07.26 - 00:42
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Chip Stocks Rally in AI Trade Revival | The Close 7/6/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley PWM Executive Director Katerina Simonetti, BlackRock Deputy CIO of Global Fixed Income Russ Brownback, Jefferies Equity Research Analyst David Chiaverini, Hamilton Lane Co-CEO Erik Hirsch, Wells Fargo Investment Institute Head of Global Investment Strategy Paul Christopher, Bokeh Capital Partners Founder & Chief Investment Officer Kim Forrest, US Chief Design Officer Joe Gebbia, Robinhood CEO Vlad Tenev, & Churchill Asset Management Vice Chairman & Chief Investment Strategist Randy Schwimmer. (Source: Bloomberg)...
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