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Banks enter agentic AI era as tech race heats up, ROI in focus | Insights | Bloomberg Professional Services
Agentic AI's impact on bank productivity will likely exceed expectations, Bloomberg Intelligence analysis shows. Yet full autonomy may take more than five years due to data governance, legacy systems, and regulatory scrutiny.
Soaring Stocks Backed by Consumer, Tech Strength | Insights | Bloomberg Professional Services
Despite global trade chaos, wars, major equity markets around the world have rallied near record levels. Investors are finding a lot to like from India to South Korea, where domestic growth stories, technology and AI investment, and diversified supply chains leave plenty of room for growth, says Jessica Tea, JPMorgan emerging markets and APAC equities investment specialist.
Can post-trade TCA help redefine the relationship between traders and PMs? | Insights | Bloomberg Professional Services
With the growing buzz around the potential of Post-trade Transaction Cost Analysis (TCA) to transform trader–PM relationships, what are the key considerations for adopting and using TCA effectively?
$2.5 Trillion of APAC ETF Assets in Reach With Market Gain | Insights | Bloomberg Professional Services
The Asia-Pacific exchange-traded fund (ETF) market is set for significant transformation in 2025. Our latest report provides a data-driven outlook on how assets under management could approach $2.5 trillion by year-end — if market gains and stimulus efforts hold. Mainland China’s aggressive state-backed ETF purchases are reshaping regional rankings and fueling unprecedented growth, while Hong Kong emerges as a key center for returns and innovation.
Quality over quantity: The case for total shareholder yield | Insights | Bloomberg Professional Services
Amid recent market volatility, ETF strategies targeting low-volatility, quality, and dividend stocks have been gathering assets this year. This article examines how to find these factors in a single strategy.
Bloomberg Expert Access: Breanne Dougherty on understanding AI thematic strategy and the role of private markets | Insights | Bloomberg Professional Services
In this episode of Bloomberg Expert Access, Breanne Dougherty, Head of Thematic Strategy at Bloomberg Intelligence, highlights the difference between thematic classifications and sector classifications, as well as the role of private markets.
AI inference, productivity tools offset Gen-AI margin headwinds | Insights | Bloomberg Professional Services
The shift to inferencing from training bodes well for greater revenue from generative AI, which will be key to companies' operating margin in the next 12 months, Bloomberg Intelligence analysis shows.
Investors to Streamline Alpha-Generating Research with Bloomberg’s Latest AI Offering | Insights | Bloomberg Professional Services
Document Search & Analysis to help investment professionals and corporate decision-makers surface and distill comparative insights across external sources and internal research notes.
Investing in nature: Identifying leaders and laggards | Insights | Bloomberg Professional Services
With integration of climate factors increasingly becoming standard practice, investors are turning to nature. This blog shows how data-driven insights can help assess financially materiality of nature-related risks and opportunities.
Vertiv CEO on Futureproofing AI Data Center Power, Cooling Needs | Insights | Bloomberg Professional Services
On this episode of Tech Disruptors, Vertiv CEO Giordano Albertazzi and Bloomberg Intelligence’s senior industrials analyst Mustafa Okur talk about the evolving power and cooling needs of data centers and whether a changing use case from training AI models to inference may reduce infrastructure-equipment demand.
Liquidity and Central Bank Reserves with Matt King: All Options Considered | Insights | Bloomberg Professional Services
In this edition of the All Options Considered podcast, Bloomberg Intelligence’s Chief Global Derivatives Strategist Tanvir Sandhu is joined by Matt King, founder of Satori Insights, to discuss the impact of changes in central-bank reserves, liquidity and flows on markets.
Silver Point Sees ‘Game Over’ for Some Private Debt Funds When Cycle Turns | Insights | Bloomberg Professional Services
“We see every deal that’s getting done — there’s some good deals and there’s some bad deals,” Michael Gatto, Silver Point's head of private side businesses, tells Bloomberg News’ Irene Garcia Perez and Bloomberg Intelligence’s David Havens in the latest Credit Edge podcast.
How to Invest in the New Geopolitical Era | Insights | Bloomberg Professional Services
The huge political and economic shifts taking place amid US President Donald Trump's global trade war, turmoil in the Middle East and the ongoing Russia-Ukraine conflict is putting geopolitical risk front and center of investment decisions. Marko Papic, chief strategist at BCA Research, an independent research group founded in 1949, joins John Lee and Katia Dmitrieva to give his take on the consequences of such significant global changes and how investors can best navigate these turbulent and uncertain times.
Behind the Benchmark: Dissecting Active Bond Fund Performance | Insights | Bloomberg Professional Services
This study analyzes the long-term performance of U.S. active fixed income mutual funds and ETFs across four categories—Aggregate, Government, Corporate, and High Yield. While some active funds appear to outperform their benchmarks, this is mostly attributable to systematic exposures like credit risk.
Trump’s ‘brutal blow’ to clean energy has upside for Brazil and India | Insights | Bloomberg Professional Services
A US spending bill in the Senate could hit clean energy, potentially slowing growth. While the US faces potential setbacks, India and Brazil are attempting to catch up and seek clean-tech investment.
How AstraZeneca Aims to Stay Ahead in the Race for Oncology Innovation | Insights | Bloomberg Professional Services
“The thing that I worry about more than loss of exclusivity is this term that I introduced at the AACR meeting -- loss of relevancy" says Susan Galbraith, EVP of Oncology R&D at AstraZeneca.
Detours Around Challenges to California Standards | Insights | Bloomberg Professional Services
Mary Nichols, distinguished counsel for the Emmett Institute on Climate Change and the Environment at UCLA, discuss implications of the auto-emissions waiver repeal, ways the state could still push emissions improvements and how companies may respond to the rollback in federal ambitions.
Elevating Investor Relations: Driving IR excellence with data storytelling | Insights | Bloomberg Professional Services
Data storytelling can strengthen IR efforts when disclosures are turned into compelling narratives. This article explores how IR teams can use storytelling to communicate more strategically with both investors and broader audiences.
South Korea Enters a Post-Election Bull Market | Insights | Bloomberg Professional Services
South Korea's June presidential election ended six months of political uncertainty and policy paralysis in the country. Investors are optimistic that President Lee Jae-myung can boost the economy with fiscal stimulus and corporate governance reform. Peter Kim, investment strategist and managing director for KB Securities, discusses the outlook for South Korea, Asia's fourth-largest economy, with John Lee and Katia Dmitrieva on the Asia Centric podcast.
Sail Tariff, Default Seas With Alternative Credit: Credit Crunch | Insights | Bloomberg Professional Services
In this episode of the Credit Crunch podcast, Craig Scordellis, chief investment officer of credit at CQS UK, joins Mahesh Bhimalingam, global head of credit strategy at Bloomberg Intelligence, to discuss how alternative credit and leveraged finance offers opportunities after the spread rally.
US Debt Dynamics, Hard Data May Shape 2H Dollar Bears: FX Moment | Insights | Bloomberg Professional Services
Bloomberg Intelligence’s Chief G10FX Strategist Audrey Childe-Freeman talks to Stuart Paul, US and Canada economist at Bloomberg Economics, about the US debt dynamics and how the fiscal outlook could shape and drive the dollar view into 2H.
Is your benchmark broken? The Palantir paradox | Insights | Bloomberg Professional Services
Palantir's meteoric rise since its direct listing in 2020 has transformed the once-secretive government contractor into a tech heavyweight. How is that reflected in the company's inclusion in benchmark indices?
Credit Market Calm Is at Odds With High Default Risk, Schwab’s Martin Says | Insights | Bloomberg Professional Services
“There’s a sense of complacency,” Collin Martin, Schwab Center for Financial Research fixed-income strategist, tells Bloomberg News’ James Crombie and Bloomberg Intelligence’s Himanshu Bakshi in the latest episode of the Credit Edge podcast.
Broadly Syndicated Loans: market size, structure and historical return profile | Insights | Bloomberg Professional Services
Broadly Syndicated Loans ($2T globally) are institutional, floating-rate debt for below-investment-grade borrowers. Traditionally for LBOs, market evolution suggests BSLs have broadened in issuer type and investor base.
Surging gold may augur an endgame for US wealth-creation machine | Insights | Bloomberg Professional Services
Record gold prices may challenge expectations of another strong year for U.S. stocks. Beta normalization in 2025 could echo previous historic market peaks, Bloomberg Intelligence analysis shows.