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02.09.26 - 20:36
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Wright & Wirth on Venezuela Oil Push | Open Interest 9/2/2026 (Bloomberg)
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Get a jump start on the US trading day with Dani Burger on "Bloomberg Open Interest." It's all about oil. An escalation in US-Iran hostilities over the Strait of Hormuz puts energy markets on edge and raises fears of a return to all-out war. US Energy Secretary Chris Wright and Chevron CEO Mike Wirth discuss the push to boost oil production. Plus, conversations with BlackRock's Gargi Chaudhuri, Rockefeller Capital Management CEO Greg Fleming and Ouster CEO Angus Pacala. (Source: Bloomberg)...
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02.09.26 - 09:48
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BlackRock: $2.1T in GCC Capex By End of Decade (Bloomberg)
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BlackRock Investment Institute's Ben Powell says the Middle East conflict is likely to accelerate the GCC's push toward economic resilience, diversification and greater self-reliance. He told Horizons Middle East and Africa he expects more regional capital to be deployed domestically, with investment spanning infrastructure, AI, energy and security as Gulf states seek to reduce their exposure to strategic choke points while still generating attractive returns. (Source: Bloomberg)...
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01.09.26 - 15:06
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Bond Selloff Sends Yields to 2008 High; Hormuz Attacks Escalate | Bloomberg Brief 09/01/2026 (Bloomberg)
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US equity futures and global bonds fall as higher oil prices fuel inflation concerns and bets that central banks will raise interest rates in September. Two oil supertankers were struck by projectiles while attempting to exit the Strait of Hormuz. US Army Secretary Dan Driscoll resigns after clashing with Defense Secretary Hegseth. Anthropic agrees to a $35 billion computing deal with Lambda, a cloud provider backed by Nvidia. Wei Li of BlackRock discusses the risks and income opportunities within the fixed income market. (Source: Bloomberg)...
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01.09.26 - 12:31
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BlackRock′s Wei Li Prefers US Equities to Government Bonds (Bloomberg)
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Wei Li, global chief investment strategist at BlackRock, says, “right now, from a total portfolio perspective,” she prefers equities over credit and government bonds, however she does see “good income opportunities within fixed income that we do want to lean into.” (Source: Bloomberg)...
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01.09.26 - 11:12
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BlackRock: Zinsen, KI, Geopolitik – schon jetzt die 2026er Evergreens (BondGuide)
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Die Experten von BlackRock Investment Institute (BII) äußern sich regelmäßig im aktuellen Marktkommentar. Dabei vertritt Natalie Gill (Senior Portfolio Strategist, BII) folgende Ansichten: – Zwischenbilanz: Drei Dinge haben wir 2026 bisher gelernt: Wir müssen uns auf dauerhaft höhere Zinsen einstellen, beim KI-Thema ist mehr Selektivität gefragt und geopolitische Risiken bleiben nach wie vor ungelöst. – […]...
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27.08.26 - 06:15
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Neuer Global CIO bei Edmond de Rothschild Asset Management (Fundresearch)
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Edmond de Rothschild Asset Management besetzt zwei Schlüsselpositionen neu: Alain Krief wird Global CIO und Mitglied des Vorstands. Zudem wechselt Charles Lilford von BlackRock als Co-Leiter Aktien nach Paris und übernimmt gemeinsam mit Xiadong Bao die Verantwortung für die 3,4 Milliarden Euro schwere Big-Data-Strategie....
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