Kimmeridge's Viviano on Iran War, LNG and Price Volatility
Kimmeridge Head of Public Equities Mark Viviano discusses LNG markets and the impact of the Iran conflict on global energy prices with Bloomberg's Julie Fine at CERAWeek in Houston.
Kimmeridge Head of Public Equities Mark Viviano discusses LNG markets and the impact of the Iran conflict on global energy prices with Bloomberg's Julie Fine at CERAWeek in Houston.
Shell CEO Wael Sawan says the UK company may decide on whether to invest in one or two Venezuelan natural gas projects by the year-end. He speaks during a panel discussion at CERA Week in Houston.
Private credit is facing a critical stress test as redemptions surge and investor confidence wavers. Bonaccord's Brad Pilcher joins Bloomberg Open Interest to explain why concerns go beyond asset quality, how large asset managers may be under pressure, and what risks could reshape the $1.5T private markets boom.
Canada's Energy Minister Tim Hodgson says he's spoken to US officials about shipping more natural gas to the US for LNG export and to support AI data-center demand. He speaks to Bloomberg's Julie Fine at CERAWeek in Houston.
Clear Harbor Asset Management CEO Aaron Kennon calls moves in the futures markets minutes before a social media post from US President Donald Trump sent crude prices tumbling and equities soaring, "highly suspicious."
Poste Italiane's 10.8 billion ($12.5 billion) bid for full control of Telecom Italia moves forward much-needed consolidation that will strengthen Europe's telecom sector, the phone company's chief executive officer said in an interview. "The digital business is all about scale," CEO Pietro Labriola told Francine Lacqua. "You need to move fast and have strong financial backing."
Greg Peters, co-CIO at PGIM Fixed Income, explains why he sees value in the global bond market and says markets overall may be "focusing a little too much" on inflation.
Daan Struyven, global commodities research co-head at Goldman Sachs, discusses the differences he sees in the physical and futures crude markets and offers his outlook for oil and gasoline prices through the end of the year.
Cameron Dawson, CIO at Newedge Wealth, expects to see long-term buying opportunities as investors "navigate through what we think could be continued volatility in the coming weeks."
Christian Mueller-Glissmann, head of asset allocation research at Goldman Sachs, discusses concerns about the war in the Middle East and how this impacts investment strategy. There are "very few safe havens that can protect the portfolio," Mueller-Glissmann tells Bloomberg Television. "We are currently overweight cash."
Nadia Martin Wiggen, Svelland Capital director, discusses the impact of the disruption in the Strait of Hormuz on shipping and the broader oil trade. "The market is not believing that we're going to have May-loading barrels," she tells Bloomberg Television.
Anna Edwards, Lizzy Burden and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade."
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