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Acciona, Ferrovial y ACS se lanzan a por 120.000 millones del agua británica. Constructoras e ingenierías españolas coinciden en que la gran oportunidad de obras y servicios en Reino Unido ahora se encuentra en el sector hidráulico y toman posiciones con nuevos contratos.
Además, Roberto Casado , corresponsal económico de EXPANSIÓN, nos hablará sobre la influencia de las próximas elecciones en España sobre la Bolsa y Sandra Sánchez , periodista del periódico, nos contará cómo busca Santander captar jóvenes inversores.
En cuanto a la agenda del día , Pedro Sánchez no asistirá hoy, por motivos de agenda, según Moncloa, a la recepción que ofrece en Nueva York Donald Trump , en el contexto de la Asamblea de la ONU.
El ministro de Asuntos Exteriores, José Manuel Albares , se reunirá esta semana en Nueva York con su homólogo marroquí, Naser Burita , para abordar el retorno de los migrantes que siguen en Ceuta tras la entrada masiva del pasado 30 de julio.
Financial Times , por su parte, destaca en su portada digital de hoy que bancos como Standard Chartered y Citigroup han gestionado millas de millones de dólares de una fintech respaldada por el Kremlin para evitar las sanciones impuestas por Occidente.
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Bloomberg Daybreak Europe is your essential morning viewing to stay ahead. Live from Brussels, we set the agenda for your day, catching you up with overnight markets news from the US and Asia. And we'll tell you what matters for investors in Europe, giving you insight before trading begins.
Alibaba is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia and underpin a massive expansion of data center capacity in coming years.
Global AI stocks rallied, with Taiwanese shares returning to a record high. This after Meta's new artificial intelligence agent, Muse, quickly rose to the top of mobile app charts, a sign that the social media company is gaining traction in the increasingly crowded market for consumer AI assistants.
Today's guest: Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team.
Chapters:
00:00:00 - Daybreak Europe
00:01:08 - Meta's New Muse AI App Tops Charts
00:03:30 - Tencent Surges as Meta's Muse Boosts Sentiment
00:09:11 - Alibaba Rolls Out China's Most Powerful AI Chips
00:15:19 - Diesel Shock Adds to Inflation Pressure
00:17:40 - China and US Discuss AI, Investment
00:19:43 - Trump to Host Xi at White House Thursday
00:22:12 - Merz Vows to Stay After CDU Election Debacle
00:24:30 - Meta-Fueled AI Rally Loses Steam in Asia as Caution Returns
00:26:48 - Oil Edges Higher as Traders Monitor Supply Risks
00:28:47 - Lauren van Biljon, Allspring Global Investments, Senior Portfolio Manager, Global Fixed Income Team
00:32:06 - AI Trade Roars Back
00:36:15 - Latvia Sees Russia Expanding Sabotage Campaign Across Europe
00:41:29 - Novo Disappoints on Capital Markets Day
Marsh's 2026 Global Asset Owner Barometer surveyed 430 asset owners running more than $5.76 trillion. Andrew McDougall, who runs US investments, says the large US funds are paring back an overweight in US equities, taking some profit, and moving it into emerging and international markets. He is careful that this is a continuation of a trend rather than a wholesale shift. He also explains why cash ranked only fifth on net intentions even though it was the survey's biggest year-on-year move, and why inflation resilience is the louder message underneath all of it.
Featuring:
Andrew McDougall, US Chief Investment Officer, Marsh Investments and RetirementTimestamps
0:00 The claim: Large investors are turning to cash
0:22 Cash came in fifth, and what came in louder
1:59 Near-term shock or an ongoing concern?
2:06 The survey landed at peak Middle East escalation
3:08 Is the cash build a drawdown hedge?
3:18 "Selling US equities into international and emerging equities"
4:46 Emerging markets up 25% year to date against the S&P 500's 13%
5:06 Why he is still constructive on emerging markets
5:56 Private markets: 93% exposure, and a reordering
7:12 The surprise: US investors ranked real estate second
7:31 AI as the top long-term opportunity
8:51 Close
#EmergingMarkets#AssetAllocation#Inflation#PrivateMarkets#Marsh#YahooFinance
