Bloomberg Daybreak: Europe-logo

Bloomberg Daybreak: Europe

Bloomberg News

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.
More Information

Location:

United States

Description:

Overnight on Wall Street is morning in Europe. Bloomberg Daybreak Europe is anchored live from London and New York tracking breaking news in Europe and around the world. Markets never sleep, and neither does Bloomberg News. Monitor your investments 24 hours a day, around the clock from around the globe. Hosted by Caroline Hepker and Markus Karlsson.

Language:

English


Episodes

Bachra: Near Term Italian Elections Off The Table

1/27/2020
More
The risk of a snap poll in Italy should be priced out after the opposition League party failed to break through in a regional vote says Imogen Bachra, European rates strategist for EMEA at NatWest Markets to Daybreak Europe's Caroline Hepker and Roger Hearing. Bachra discussed the strength of BTPs in a low yield environment in Europe, but also says NatWest has an off-consensus call for positive bund yields in the first quarter of 2020.

Duration:00:08:11

Dowding: Grounds for Tentative Optimism in 2020

1/24/2020
More
Notwithstanding the unknowns surrounding the new coronavirus out of China, there is reason to be optimistic coming in to 2020 based on the recent European PMI data, Mark Dowding, chief investment officer at Bluebay Asset Management tells Daybreak Europe's Anna Edwards and Matt Miller. Dowding also says he expects the Bank of England to stand pat on its rate decision at the end of the month.

Duration:00:07:49

Zahn: Rates Will Not be Hiked in Europe for Several Years

1/24/2020
More
ECB President Christine Lagarde's strategic review is very constructive, David Zahn, head of european fixed income at Franklin Templeton tells Daybreak Europe's Roger Hearing and Nejra Cehic. Zahn also says the European markets where he sees potential include Spain and Italy.

Duration:00:07:28

Zwirn: Alternative Asset Firms' Dry Power is a Danger Sign

1/24/2020
More
An entire generation of institutional investors with real needs to fund, like pensions or endowments, are facing ever decreasing yields, Dan Zwirn, Arena Investors chief executive officer tells Daybreak Europe's Roger Hearing and Nejra Cehic. Zwirn also discussed his view that Europe is the most extreme in terms of oversupply of credit.

Duration:00:08:27

Nedbank CEO: SAA Need A Credible Plan For Rescue Funds

1/24/2020
More
Banks in talks with troubled South African Airways need to see a credible plan for the national carrier that is sustainable and fully funded, Nedbank Group CEO Mike Brown tells Daybreak Europe's Roger Hearing. Brown also says the appointment of Andre de Ruyter as CEO of the state-owned power producer Eskom is an “excellent” choice.

Duration:00:09:07

Mascotto: Divesting Oil No Solution

1/24/2020
More
Cutting out oil investments is not the best way to deal with climate change, according to Guillaume Mascotto, head of ESG and investment stewardship at American Century Investments. As environmentalism topped the agenda at Davos, he told Daybreak Europe’s Caroline Hepker and Roger Hearing that ESG investing is about gradual transition and new metrics.

Duration:00:05:55

Property Portfolio: U.S. Builders Muscling In On U.K. Rental

1/23/2020
More
U.S. builders are moving in on the U.K. rental market and particularly secondary cities like Birmingham, Glasgow and Liverpool. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, Bloomberg's real-estate reporter Lucca de Paoli said private student- and senior housing will become a growing market as developers turn to Europe's relatively undeveloped markets for yields.

Duration:00:05:02

Rotenberg: E.S.G.s Have Moved Out Of The Niche

1/23/2020
More
Massive transfers of wealth are going into E.S.G.s and the transition economy, but what is in question, is the pace of the transition says Joanna Rotenberg, group head of BMO Wealth Management. She discussed value-based investing with Daybreak Europe's Anna Edwards and Matt Miller, live from the World Economic Forum in Davos.

Duration:00:06:17

Shanahan: Ireland's Tax Regime Transparent

1/23/2020
More
IDA Ireland CEO Martin Shanahan is defending Ireland's tax regime. The country's investment agency presented Tim Cook with an award in recognition of Apple's investment in Ireland, despite the dispute with the EU Commission over state aid to the tech firm. Shanahan spoke to Daybreak Europe's Caroline Hepker and Roger Hearing from the World Economic Forum in Davos.

Duration:00:08:20

Bahrke: Virus Effect Only On Margins of Chinese Economy

1/22/2020
More
Witold Bahrke, senior macro strategist at Nordea tells Daybreak Europe's Nejra Cehic and Roger Hearing he expects some negative effect on growth from the coronavirus outbreak, but, at this stage, at the margin. Bahrke says the main issue is what goes on in the Chinese credit sphere. There he sees no acceleration, but some stabilisation in China's economy in the six- to twelve month outlook.

Duration:00:08:09

ASML CEO Wennink: Trade War Doesn't Matter

1/22/2020
More
ASML CEO Peter Wennink explains to Daybreak Europe's Caroline Hepker and Roger Hearing that he is confident the Dutch firm's technology for next generation chips means the trade war overall "doesn't really matter" because demand will be there. He also discusses whether ASML will have their export license to China renewed, as European businesses are caught in the middle of the trade war tensions.

Duration:00:05:36

Fenton: Low Volatility Is A Double-Edged Sword For Investors

1/21/2020
More
Clark Fenton, portfolio manager at RWC discusses what very low market volatility means for stocks and bonds. Fenton tells Daybreak Europe's Caroline Hepker and Roger Hearing it is a result of technical factors and economic fundamentals. He also argues that it is a sign of pressure building up in the financial system, which leads to mal-investment and lack of discrimination across good and bad investments.

Duration:00:04:58

Schneider to Remain ‘Big Investor’ in the U.K. Post-Brexit: CEO

1/21/2020
More
Schneider Electric Chief Executive Officer Jean-Pascal Tricoire said the French industrial-equipment supplier needs stability and a clear picture of what is going to happen after the U.K. leaves the European Union. He spoke to Daybreak Europe's Caroline Hepker and Roger Hearing from the World Economic Forum in Davos.

Duration:00:09:32

McClean: China's Coronavirus Won't Have Much Impact On Growth

1/21/2020
More
The current health scare in China is being watched closely by investors, but unless it spreads, it's not a big concern, Colin McLean, CIO at SVM Asset Management tells Daybreak Europe's Caroline Hepker and Roger Hearing. Mclean also says he expects the BOE to make a rate cut this month, but it isn't needed because there will be a bounce back in the U.K. economy this year anyway.

Duration:00:07:52

Anohu: Brexit Britain Should Look to Africa

1/20/2020
More
As the UK-Africa Investment Summit takes place in London, Chinelo Anohu, head of the Africa Investment Forum, the flagship initiative of the African Development Bank tells Daybreak Europe's Caroline Hepker and Roger Hearing about why investors should look to the 55 African nations for opportunities. This as the U.K. government unveiled 620 million pounds worth of deals with countries across the continent.

Duration:00:08:08

Brussels Edition Podcast: EU Seeks a Way Forward in Libya

1/20/2020
More
A gathering of leaders in Berlin on Sunday was intended to produce a more durable ceasefire agreement for the proxy war raging in Libya, but the situation remains unclear, says Bloomberg’s Maria Tadeo. Speaking to Daybreak Europe’s Roger Hearing and Caroline Hepker, she also discussed ECB president Christine Lagarde's strategic review for the central bank and what can be expected from the meeting between French Finance Minister Bruno Le Maire and U.S. Treasury Secretary Steven Mnuchin.

Duration:00:04:28

Hewson: I Don't Think BOE Will Or Should Cut Rates

1/20/2020
More
There is no reason for the Bank of England to cut rates at the January MPC meeting says Michael Hewson, chief market analyst at CMC Markets. Speaking to Daybreak Europe's Nejra Cehic and Roger Hearing, Hewson argues it will not introduce any significant economic boost, and he does not expect a cut. Hewson also discusses the WEF in Davos this year and says it's a talking shop that will do nothing about the problem of global inequality.

Duration:00:07:26

Foodie Friday with Chief Food Critic Richard Vines

1/17/2020
More
Bloomberg’s Chief Food Critic Richard Vines speaks to Daybreak Europe’s Caroline Hepker and Roger Hearing about the formation of a new restaurant group headed by Neil Rankin, a new Soho House opening and a sharp rise in the food-delivery market.

Duration:00:04:19

Property Portfolio: Alternatives To Gain From Investment Surge

1/16/2020
More
2020 could be another record year for investment flows into UK real estate. But in a crowded market, where do you put your money? Savills' director of World Research Sophie Chick gives her top tips to Daybreak Europe's Sandra Kilhof on Property Portfolio, saying offices in core cities and alternatives like senior housing and multi-family, are the sectors to focus on.

Duration:00:08:23

UK Culture Secretary: Security Is Paramount On Huawei Decision

1/15/2020
More
5G is vital to the UK's tech industry, says Nicky Morgan, Secretary of State for Digital, Culture and sport, but whatever decision is made on involving Huawei will depend on security - and it will not be part of the U.K.'s critical national infrastructure. Morgan also tells Daybreak Europe's Nejra Cehic and Roger Hearing the rescue of beleaguered airline Flybe reflects the importance given by the government to regional connectivity.

Duration:00:07:57