Bonds Are Back, Says BlackRock’s Wei Li
Wei Li, global chief investment strategist at BlackRock, explains her firm’s bullish move on short-term US Treasuries while downgrading stocks. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
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Wei Li, global chief investment strategist at BlackRock, explains her firm’s bullish move on short-term US Treasuries while downgrading stocks. She speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
Some of Virgin Media O2’s biggest creditors are getting legal advice from Milbank LLP after a UK regulator flagged concerns over a deal that would have provided the company with much-needed cash, according to people familiar with the matter.
On this episode of Stock Movers: - BlackRock (BLK) shares are responding to this morning's earnings. BlackRock reported assets under management that met the average analyst estimate and adjusted EPS and Sales beat estimates. - ASML (ASML) shares are rising this morning after the company said it's searching for ways to produce more chip-making machines over the next two years due to soaring artificial intelligence spending. ASML said its current supply plans mean it won’t be able to fully meet demand in 2027 and 2028, and it's investigating ways to increase capacity for 2028 beyond the 30% increase previously communicated. (Source: Bloomberg)
Rick Rieder, CIO of global fixed income at BlackRock, points to the front end of the yield curve “to keep your volatility down, keep your income high.” He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)
Vivek Paul, global head of portfolio research at BlackRock International, discusses the impact of rising bond yields on other asset classes. "If this is yields being driven by effectively greater growth prospects, by the AI wave etc., that doesn't need to be bad news for markets," Paul says on Bloomberg Television. (Source: Bloomberg)
Jeffrey Rosenberg, portfolio manager of the Systematic Multi-Strategy Fund at BlackRock, reacts to the September US jobs report and its impact on the Federal Reserve’s interest rate path and US Treasury yields. (Source: Bloomberg)
BlackRock’s Evy Hambro argues that commodities are entering a new cycle driven by AI, electrification, and years of supply underinvestment. He believes tight supply will keep prices supported over the long term. (Source: Bloomberg)
Traders are piling into options tied to fixed-income ETFs at a record pace, in a rush to position portfolios with yields on 10-year and 30-year Treasuries at the highest in two decades.
These tweaks have already sent billions into the money manager’s ETFs
Stocks joined bonds lower as higher oil prices stoked worries about inflationary pressures, which were further bolstered by data showing jump in US business activity at the fastest pace since 2021. Gargi Chaudhuri, Global Chief Investment Strategist at BlackRock, discusses the markets and how investors can be more selective amid a higher rate cycle. (Source: Bloomberg)
Egon Vavrek, Head of Emerging Markets at BlackRock, says AI hardware and the "picks-and-shovels" players serving hyperscalers will carry emerging markets forward. He spoke on the sidelines of the BofA APAC Conference in Hong Kong. (Source: Bloomberg)
Elham Credit Partners has hired former BlackRock Inc. executive Stephen Allan to seek private credit opportunities in Australia, according to people familiar with the matter.
Jaime Magyera, BlackRock senior managing director and head of US Wealth and head of Retirement, said advisers are using artificial intelligence to help parse increasingly complex capital markets after AI company Anthropic announces new ties with Blackrock. Magyera also said that AI is helping create more strategic customization for clients. (Source: Bloomberg)