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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.

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

Clarke: Coronavirus Will Get Everywhere

2/28/2020
The first appearance of the virus in sub-Saharan Africa was always going to happen, says Simon Clarke, associate professor in Cellular Microbiology at the University of Reading, and it's a worry because of poorer health systems there. Clarke tells Daybreak Europe's Caroline Hepker and Roger Hearing the disease will spread across the world, but many infected will not show any symptoms, so it is impossible to know its current scale.

Duration:00:06:28

Taylor: It's Brutal For Multi Asset Investors

2/28/2020
Interconnections between different asset classes responding to the current market turmoil have made for difficult decisions for multi asset investors says Georgina Taylor, fund manager in Invesco’s Multi Asset Team. Taylor tells Daybreak Europe's Nejra Cehic and Roger Hearing the interesting debate is now credit versus equity, and perhaps a multi-asset investor should hold onto some credit-exposure.

Duration:00:08:42

Property Portfolio: Deals To Follow BlackStone's Student Bid

2/28/2020
Student accomodation is less vulnerable to downturn's and we are likely to see even bigger transactions in this sector as it matures says Bloomberg’s real-estate reporter Lucca de Paoli. He spoke to Daybreak Europe’s Sandra Kilhof on Property Portfolio, about the UK's biggest ever private real estate transaction.

Duration:00:04:46

Bloomberg Westminster: NHS Under Strain Even Before Virus

2/27/2020
The coronavirus is putting strain on an already stretched NHS, says Labour MP Debbie Abrahams. She tells Bloomberg Westminster's Sebastian Salek and Roger Hearing, current bed occupancy rates will make it very hard to deal with the additional demand that we are going to get from the disease. David Demeritt, Professor of Geography at Kings College, London, joins to discuss the impact of the flooding across the U.K. and the lack of government-funded resources to deal with a growing problem.

Duration:00:22:42

Brain: A Coronavirus Recession is Possible

2/27/2020
As the virus spreads it is possible that this supply shock leads to a demand shock and an economic downturn. Paul Brain, head of fixed income at Newton Investment Management, tells Daybreak Europe's Caroline Hepker and Roger Hearing that it is a matter of coping with the virus now rather than containing it.

Duration:00:04:19

Brown: Clues on Dealing With Virus From Other Extreme Events

2/27/2020
The virus outbreak can be compared to the oil embargo of 1973 or the Tokyo earthquake as a supply shock with a huge economic effect in its first phase, says Brendan Brown, founding partner at Macro Hedge Advisors and Senior Fellow at the Hudson Institute. He tells Daybreak Europe's Nejra Cehic and Roger Hearing that monetary action to counter this, with central banks fine tuning their response, is an absurdity because of the uncertainties in such a crisis.

Duration:00:08:09

Hancke: A Big Bomb For A Small Problem

2/25/2020
Closing borders to goods within Europe would be a disproportionate response to the virus outbreak in Italy says Dr Robert Hancke, Associate Professor of Political Economy at the London School of Economics. Hancke tells Daybreak Europe's Nejra Cehic and Roger Hearing the service sector might be worse hit than supplies in any closing of frontiers, but in any case it would be a small blip in Europe's GDP.

Duration:00:05:02

Thirlwell: Virus Impact Limited for Hotel Chocolat

2/25/2020
Angus Thirlwell, CEO of Hotel Chocolat says its Japanese stores are most exposed to the coronavirus but the disease is having only a limited impact on footfall. Speaking to Daybreak Europe's Caroline Hepker and Roger Hearing, Thirlwell discusses the retailer's strong 1H results, with sales up 14 percent plus the impact of Brexit on the British business.

Duration:00:05:14

Square Mile: Can London Secure "Equivalence" with EU?

2/24/2020
Equivalence, as opposed to passporting for financial services, was part of the political declaration between the UK and the EU post-Brexit. Peter Bevan partner at Linklaters discusses the difficult debate around divergence versus alignment for the City of London. But he tells Daybreak Europe's Caroline Hepker there are more than 40 types of equivalence and the battle will become increasingly pressured given the time constraints.

Duration:00:05:31

Kemp: A Lot Of Good News Baked Into US Equity Prices

2/24/2020
The virus and other concerns can affect the optimism baked into U.S. equity prices and could have a deep impact, says Dan Kemp, CIO of Morningstar Investment Management. He tells Daybreak Europe's Roger Hearing and Nejra Cehic finding security for investors in this environment is very difficult, so they should take less risk and hold cash. For value, there is some still in the U.K. and South Korea, and in the energy sector.

Duration:00:05:00

Snower: Social Solidarity Is More Important Than GDP

2/20/2020
The rise of populism is the most concerning trend in global politics says Dennis Snower, President of the Global Solutions Initiative. Snower tells Daybreak Europe's Matt Miller you have to look beyond GDP to see what people really want - social solidarity and agency - how empowered people are and how embedded in their social communities, and that explains why mainstream political parties are missing something really important.

Duration:00:07:34

Property Portfolio: Why CVAs Fail and Possible Alternatives

2/20/2020
Company voluntary arrangements are failing to keep retailers afloat, despite being an increasingly popular choice, according to Colliers International. Speaking to Daybreak Europe's Sandra Kilhof on Property Portfolio, Dan Simms, Co-Head of Colliers Retail Agency says CVAs aren't a viable solution because they don't address the issue of debt.

Duration:00:07:42

Hodges: Markets Are Taking Positive View On Virus Recovery

2/17/2020
Dickie Hodges, head of unconstrained income at Nomura Asset Management UK discusses the ways for investors to deal with the impact of the virus outbreak with Daybreak Europe's Roger Hearing and Nejra Cehic. Hodges says there will be a negative effect to the global economy coming though initially, but this will cause a demand-led spike, and the demand is nothing but positive for risk-led assets.

Duration:00:08:19

Square Mile: City Police Chief On The Terror Threat

2/14/2020
The challenge is to identify when a dangerous individual is about to take action and respond quickly, says Ian Dyson, City of London Police Commissioner. Speaking on Daybreak Europe's Square Mile, he told Caroline Hepker and Roger Hearing there has not been an increase in knife crime in the City, but there has been increase in low-level violence associated with the night-time economy.

Duration:00:05:50

Bradshaw: Peak Infection Point Remains Key Question

2/13/2020
The hit on global growth from the coronavirus is still uncertain, but the new infection numbers will give businesses pause for thought, says Helen Bradshaw, portfolio manager at Quilter Investors. She discusses the impact of the outbreak with Daybreak Europe's Nejra Cehic and Roger Hearing.

Duration:00:07:54

Ahold Delhaize CFO: Cost-Cutting To Go Up

2/12/2020
Jeff Carr CFO of Ahold Delhaize discusses the retailers 4th quarter earnings which beat lowered expectations. He tells Daybreak Europe's Caroline Hepker that the business has struck a good balance between in-store and online business.

Duration:00:05:52

Avolon CEO: Coronavirus May Mean More Demand

2/12/2020
The chief executive of aircraft leasing company Avolon, Domhnal Slattery discusses coronavirus and how outbreak may in fact mean more demand for their offering. But he tells Bloomberg Daybreak Europe's Caroline Hepker and Nejra Cehic that airlines overall are resistant to pandemics and will bounce back.

Duration:00:05:52

Lawler: Coronavirus Adding Toward Rate Cut Bias

2/12/2020
Federal Reserve Chair Jerome Powell's first day of testimony before lawmakers left the door "slightly ajar" on a rate cut because of the unknown potential economic impact of the coronvirus, says Jasper Lawler, head of research at London Capital Group. Lawler spoke to Daybreak Europe's Caroline Hepker and Matt Miller.

Duration:00:08:29

Equinor CFO: Cost of Projects is Key

2/11/2020
The slowdown in oil demand in China as a result of coronavirus is something Norway's Equinor is watching. But CFO Lars Christian Bacher says the only thing the company can do is focus on keeping costs down. He also discusses climate change concerns and the transition to renewable wind energy with Daybreak Europe's Caroline Hepker and Roger Hearing.

Duration:00:06:15

Randstad CEO: We Can Weather the Storm

2/11/2020
Recruitment firm Randstad is offering investors a special dividend but results were still dominated by hiring weakness and pressure on margins in the 4th quarter. Randstad CEO Jacques van den Broek tells Daybreak Europe's Caroline Hepker and Roger Hearing that he remains upbeat despite the challenges in key markets.

Duration:00:04:46