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20.08.26 - 01:12
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BlackRock, Oaktree Seize Movie Servicer With $900 Million Debt (Bloomberg)
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BlackRock Inc.'s HPS and Brookfield Corp.'s Oaktree Capital Management took over a firm that provides lighting, rigging and other services for Hollywood productions, wiping out as much as $900 million of debt as the global entertainment industry struggles with changing economics, according to people with knowledge of the deal....
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19.08.26 - 11:18
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Copper′s Upward Trend Can Continue, BlackRock Says (Bloomberg)
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"The trend is very much your friend," says Evy Hambro, head of fundamental equities thematic and sector investing at BlackRock, when asked about the rise in copper prices. "We are seeing a very tight market," he tells Bloomberg Television. "It's very easy to say: well, okay, it's gone up a lot and we should ignore it, and it's too late. The reality is, if you've done that you've missed out." (Source: Bloomberg)...
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18.08.26 - 13:06
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BlackRock′s Koesterich Sees Energy Stocks as Best Portfolio Diversifier (Bloomberg)
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Russ Koesterich, Global Allocation Fund portfolio manager at BlackRock, says bonds are not working as a hedge as yields on 30-year US Treasuries rose to the highest since 2007 this week. He talks about the factors he sees driving long-dated bonds and why he doesn't see $100 oil derailing the US economic expansion. (Source: Bloomberg)...
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18.08.26 - 06:18
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Nvidia vs Broadcom: Dueling AI financing bets, Contrasting risks (Digitimes)
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Nvidia has unveiled a US$500 billion artificial intelligence (AI) compute financing plan with six Wall Street giants—Goldman Sachs Group, Blackstone, Apollo Global Management, KKR, BlackRock, and Brookfield—highlighting its push to win new startup customers and the growing complexity of its financing structure. The plan also underscores its strategic split from rival Broadcom and rising concerns over a possible industry bubble....
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17.08.26 - 10:01
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Diversification Is Key to Riding Out AI Trade: BlackRock (Bloomberg)
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Helen Jewell, CIO of fundamental equities international at BlackRock, says that portfolio diversification is key to riding out the volatile artificial intelligence trade. "It's so important that portfolios are constructed utilizing other parts of the market," Jewell tells Bloomberg Television. "The UK, the European banks, the health care stocks. Not just being really focused on that one sector." (Source: Bloomberg)...
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15.08.26 - 14:12
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Inflation Is Cooling. But is 2% Out of Reach? (Bloomberg)
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BlackRock's Rick Rieder says the latest CPI report gave markets reason to celebrate, but inflation remains above the Fed's 2% target. He argues the economy is now “in the ballpark” and that raising overnight rates may not be the most effective way to bring inflation lower. The bigger issue for markets may be the long end of the yield curve, where fiscal deficits, heavy treasury issuance and AI-related financing push real rates higher. (Source: Bloomberg)...
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14.08.26 - 15:42
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CVC erwirbt Datacenter in Frankfurt (Börsen-Zeitung)
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Der Infrastrukturinvestor CVC DIF steigt mit Firstcolo in den Frankfurter Rechenzentrumsmarkt ein. Der neue Eigentümer will die Plattform ausbauen – und trifft am Internetknotenpunkt auf die Konkurrenten Blackrock und Tikehau....
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13.08.26 - 22:54
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Inflation Softens, Nvidia′s $500B Plan | Real Yield 8/13/2026 (Bloomberg)
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"Bloomberg Real Yield" highlights the market-moving news you need to know. Today's guests: Vanguard Head of Fixed Income Client Portfolio MGMT Matt Wrzesniewsky, BlackRock Chief Investment & Portfolio Strategist, Americas Gargi Chauduri, Nuveen Head of Fixed Income Strategy Tony Rodriguez, and TCW Generalist Portfolio Manager Jerry Cudzil. (Source: Bloomberg)...
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13.08.26 - 21:54
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Stay In The Belly Of The Curve: BlackRock′s Chaudhuri (Bloomberg)
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Gargi Chaudhuri, chief investment and portfolio strategist, Americas at BlackRock, joins Emily Graffeo on "Real Yield." The US government sold 30-year bonds at the highest interest rate in a quarter of a century, reflecting a relentless selloff that's stirred speculation the nation will tilt borrowing further toward short-dated maturities. (Source: Bloomberg)...
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