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Starting an Asia Fund in an Era of US Preeminence | Insights | Bloomberg Professional Services
Investing in Asia after its financial crisis of 1997, or in the US following the dot-com bubble or the GFC, would have delivered good performance over the following decade, says Daniel Rupp, CIO and founder of Parkway Capital. Daniel joins John Lee on the Asia Centric podcast to discuss why he launched an Asia-focused long-only fund at the beginning of 2024 – at the height of investor pessimism toward China. He also sees vast stock picking opportunities across the region and discusses why active rather than passive management might make more sense in Asia than the US.
Asia AI transitions to next-gen communications and computing | Insights | Bloomberg Professional Services
A rising interest in high-innovation themes is driving the tech continuum, with a focus on AI and a transition into next-generation computing and communications in Asia, Bloomberg Intelligence analysis shows.
SEC's broker-dealer regulation for AI will probably be scrapped | Insights | Bloomberg Professional Services
The proposal to enhance transparency and guardrails for new technologies within broker-dealers is likely to be scrapped. However, compliance costs for major brokers are expected to rise, according to Bloomberg Intelligence analysis.
Centerbridge Sees Consumer Pain as Inflation Lingers | Insights | Bloomberg Professional Services
Stubbornly high prices are a threat to consumers that could bleed through to credit markets, according to Centerbridge. Aaron Fink, the firm's head of asset finance, speaks to Bloomberg News’ James Crombie and Carmen Arroyo, and Bloomberg Intelligence’s Himanshu Bakshi in the latest Credit Edge podcast.
Leveraged Loan, CLO Outlook 2025, US vs. Europe: Credit Crunch | Insights | Bloomberg Professional Services
CLOs are driving loan supply and in this Credit Crunch podcast, host Mahesh Bhimalingam, Bloomberg Intelligence Chief European Credit Strategist and Desmond English, Head of European Leveraged Loans at Amundi, reflect on how both the US and European leveraged loan markets fared last year and the outlook for loans in 2025.
Trump 2.0 Set to Upend Regional Trade | Insights | Bloomberg Professional Services
Donald Trump is set to disrupt trade across Asia in a repeat of his previous administration, but things are different this time around. Sonal Varma, chief economist Asia ex-Japan at Nomura Singapore, joins Katia Dmitrieva and John Lee to unpack what the next four years may look like for Asia.
Rising US yields lead some companies to postpone debt sales | Insights | Bloomberg Professional Services
Several companies have delayed issuing high-grade corporate bonds in the US due to rising yields, which have approached their highest levels since mid-last year, potentially increasing borrowing costs.
First Eagle Plays Safe as Credit Spreads Get Squeezed | Insights | Bloomberg Professional Services
Debt spreads are set to tighten further as demand for yield rises and net supply remains constrained, according to First Eagle Alternative Credit, which is cautious about the year ahead. “You don’t see a lot of screaming value,” he tells Bloomberg News’ James Crombie and Bloomberg Intelligence senior credit analyst David Havens in the latest Credit Edge podcast, referring to leveraged loans, private credit and high-yield bonds.
Enriching the fixed income ecosystem | Insights | Bloomberg Professional Services
In a session titled "Enriching the Fixed Income Ecosystem," panelists explored the opportunities arising from an evolving fixed income landscape that is being redefined by strategies and products like hedging, tactical exposure, basket trading innovations and ETFs.
How to harness data, technology and AI in quant investing? | Insights | Bloomberg Professional Services
In this episode of the Market Dialogues podcast experts discuss the overlap between quants and data engineers, innovative data sources, and advanced AI/ML methods to tackle large-scale data challenges in investing.
Lehman College School of Business invests in its students’ futures | Insights | Bloomberg Professional Services
Lehman continues to demonstrate its commitment to practical learning by developing innovative strategies that integrate the Bloomberg Terminal into its curriculum and drive usage of its state-of-the art Bloomberg Finance Lab.
BloombergNEF on the emerging markets net zero challenge | Insights | Bloomberg Professional Services
Over the last few decades, China has been topping the league table among emerging markets in terms of energy transition investment. But what role will other emerging markets play in achieving net zero targets by 2050?
Navigating fixed income opportunities across the high yield spectrum | Insights | Bloomberg Professional Services
In a session titled "High Yield Spectrum: Opportunities Across High Yield, Leveraged Loans, and Private Credit," panelists examined the opportunities emerging from the rapid growth of emerging segments such as private credit.
Investing in Startups During the Era of AI 2.0 | Insights | Bloomberg Professional Services
Esther Wong, founder of 3C AGI Partners, one of Asia's first AI-focused venture capital funds, and formerly a managing director at SenseTime, discusses the next phase of AI and shares her outlook on the industry.
No One-Way Dollar View in 2025; Timing Turn Is Tricky: FX Moment | Insights | Bloomberg Professional Services
Host Audrey Childe-Freeman, Bloomberg Intelligence’s chief G-10 FX strategist, talks to Constantin Bolz, head of G10 FX for UBS’ Chief Investment Office, about what could trigger a turnaround in the euro-dollar fortunes in 2025, with several “known unknown” potential game changers when it comes to how much dollar upside is likely.
Driven by AI, technology credit quality's best days lie ahead | Insights | Bloomberg Professional Services
Technology credit quality is improving across hardware, semiconductors and software, driven by AI growth, transforming a previously depressed demand and limited supply cycle, Bloomberg Intelligence analysis shows.
Apollo Sees Private Credit Sprinting to $40 Trillion | Insights | Bloomberg Professional Services
Private credit could become a $40 trillion market in five years, according to Apollo Global Management. “We’re going to get there really soon,” Akila Grewal, the firm’s global head of credit product, tells Bloomberg News’ James Crombie and Bloomberg Intelligence analyst Matt Geudtner in the latest Credit Edge podcast.
Bourbon and Bonds: The Credit Edge 2025 Outlook | Insights | Bloomberg Professional Services
We discuss bonds, loans, private credit — and bourbon — with the following guests: Kathy Jones, chief fixed income strategist at the Schwab Center for Financial Research; Ana Arsov, global head of private credit at Moody’s; Matt Brill, Invesco’s head of North America investment-grade credit; Meghan Robson, BNP Paribas’ head of US credit strategy; Meghan Graper, global head of debt capital markets at Barclays; Winnie Cisar, global head of strategy at CreditSights; Matt Mish, head of credit strategy at UBS; Oleg Melentyev, Bank of America’s head of high-yield credit strategy; and Aidan Cheslin, senior credit analyst at Bloomberg Intelligence.
The innovation factor: The power of R&D persistence | Insights | Bloomberg Professional Services
When individual investors are asked about investment vehicles for “innovation,” the Invesco QQQ ETF and the ARKK Innovation ETF are both popular answers. Is there a way for investors to systematically identify innovation?
What Impeachment Means for South Korea's Economy | Insights | Bloomberg Professional Services
South Korea's short-lived martial law and impeachment of President Yoon Suk Yeol has shocked the world and crushed confidence in Asia's fourth-largest economy. Hyosung Kwon, an economist at Bloomberg Economics in Seoul, joins John Lee and Katia Dmitrieva to discuss the political and economic risks that lie ahead for South Korea.
Say What You Want, But ESG Isn’t Going Anywhere | Insights | Bloomberg Professional Services
In this episode of Bloomberg Intelligence’s ESG Currents podcast, BI’s director of ESG research, Eric Kane, is joined by the analysts who have hosted episodes throughout the year to discuss the key ESG themes that will affect investments in 2025.
December Global Regulatory Brief: Risk, capital and financial stability | Insights | Bloomberg Professional Services
Recent periods of financial stress and the proliferation of risks across the financial system are fueling the development of regulatory initiatives to strengthen requirements and promote international best practice.
How to build a comprehensive ESG data ecosystem? | Insights | Bloomberg Professional Services
This Market Dialogues podcast episode explores the development of an ESG data ecosystem, focusing on the ISSB implementation, decision-useful data access, challenges, opportunities, and future outlook for ESG reporting.
Bank treasury management evolution: From ALM challenges to Smart Treasury | Insights | Bloomberg Professional Services
Following the series of bank failures in 2023, there is increased focus on liquidity risk management. Given that, how should institutions rethink their structures to ensure their sustainability in the changing rate environment?