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07.07.25 - 04:30
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Aberdeen, BlackRock make case for US assets on tax and earnings drivers (SCMP)
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US assets will remain a key allocation for global money managers like Aberdeen Investments and BlackRock even as investors seek portfolio diversification by loading up on defensive sectors in Europe, China and Japan amid tariff and inflation challenges, strategists said.
Tax incentives handed out by the US government could drive corporate earnings to another level, particularly among smaller companies. Tech companies have also stepped up hiring talent to overcome challenges from China in the......
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04.07.25 - 11:42
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Major shareholder announcement – change in group structure of BlackRock, Inc. (Cision)
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Vestas Wind Systems A/S, Aarhus, 4 July 2025
Company Announcement No. 19/2025
Pursuant to Section 30 of the Danish Capital Markets Act, Vestas Wind Systems A/S hereby discloses a notification received on 3 July 2025 from BlackRock, Inc., Wilmington, Denver, USA, cf. attachment.
BlackRock informs that the reason for the notification is a change to BlackRock's group structure, resulting from the acquisition of HPS Investment Partners.
Furthermore, BlackRock informs that it is still a major shareholder, and that in its new group structure, its holding of voting rights and share...
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04.07.25 - 02:30
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′India remains attractive to long-term global investors′ (Times of India)
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BlackRock Investment Institute highlights India's growing importance in global investments, driven by demographic shifts, digitalization, and supply chain changes. While neutral on short-term Indian stocks, they recommend above-benchmark allocations for long-term portfolios. India's stable policies and rising demand attract investors, making its long-term economic case compelling....
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03.07.25 - 15:18
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BlackRock′s Rosenberg Worried About Dip in Private Payrolls (Bloomberg)
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Jeffrey Rosenberg, portfolio manager of the systematic multi-strategy fund at BlackRock, is worried about the dip in private payrolls seen in the June jobs report. Private payrolls rose just 74,000, the least since October and largely due to health care. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)...
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03.07.25 - 10:30
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′The biggest issue is…′: Nithin Kamath reacts to Jio-BlackRock′s entry into broking (Times of India)
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Zerodha CEO Nithin Kamath views Jio-BlackRock's entry into India's stockbroking positively, anticipating broader retail participation due to Jio's extensive network. While welcoming the competition, Kamath emphasizes Zerodha's focus on sustainable investing and ethical practices, prioritizing customer success over aggressive trading tactics. He believes true competition will arise from passionate, dedicated entrepreneurs rather than large corporations....
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03.07.25 - 09:30
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BlackRock: Corporate Credit Market Yields ′Attractive′ (Bloomberg)
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BlackRock European Fundamental Fixed Income Co-Head James Turner discusses the UK fixed income market amid concerns about Chancellor Rachel Reeves' future. "I think we'll just see continued volatility in the market and continued speculation," Turner tells Bloomberg Television. He adds that BlackRock's "preference is to actually look at corporates." (Source: Bloomberg)...
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