Bloomberg Intelligence

Thanks to the Fordham Gabelli School of Business for having myself along with my colleagues Herman Chan, CFA and Sergio Ferreira last night to run through a bit of Bloomberg Intelligence. It was great to see how they graduates were thinking about leveraging the terminal and a pleasure to share how our research can further them along their journey.

Si vas a estar en Madrid el jueves 21 de noviembre, únete a nuestros analistas y economistas de Bloomberg, quienes, junto al ex-gobernador del Banco de Espa?a, Pablo Hernández de Cos , hablarán de temas de actualidad y económicos, como la situación global tras las elecciones en EE.UU., inovaciones impulsadas por retos sociales y cómo todo esto afecta tanto a la economía como a empresas e industrias. Examinaremos los datos y analizaremos variables correspondientes a la demografía, energía, actividad laboral y productividad. Regístrate a través de este enlace: https://lnkd.in/e_DE8BBh #acciones #inversiones #bancodeespa?a #energia #elecciones

?? ?? Tariffs' impact on freight rates and shipping credit spreads Raised tariffs are part of the expected policy-mix from the incoming US administration and while these may still be months away, they raise a few questions for the container-shipping sector: What implications for freight rates in the short and medium term? How could ships ordered during Covid times, now pose a risk? Could credit fundamentals suffer? How to think about relative value? Watch as Senior #Shipping Credit Analyst -- Stephane Kovatchev, CFA -- discusses these and other concerns hanging over the sector (as well as where you can find the data). Please IB to discuss. Youtube: https://lnkd.in/eJyJe3wx Piece on terminal: https://lnkd.in/eHj5brVp #bonds #highyield #fixedincome #portfoliomanagement

#China's strategic ambitions in #AI software should continue to pay off, despite the geopolitical tension gripping the chip sector. Low barriers to entry have allowed the nation to narrow the gap with the US, though its AI developments are running about six months behind, and its AI firms are unlikely to turn a profit for at least three years, according to BI Senior Analyst Robert Lea. Bloomberg terminal clients can access full report: https://lnkd.in/gs_ZsSwD

Asia-Pacific #realestate markets, particularly Hong Kong and Singapore, will develop new opportunities during the US-led rate-cutting cycle that started in September. Mainland China could be an exception, however, with its 48 million unfinished homes prolonging buyers' crisis of confidence. Watch BI Senior Analyst Patrick Wong, CFA, FRICS Wong discuss his deep dive report with John Lee. https://lnkd.in/g7mTxCYS Bloomberg terminal clients can access full report: https://lnkd.in/gZxed2qq #property

Global Financials in Forty-Five: Surviving in 2025 - Tomorrow, Nov 20 Join our global team of credit analysts covering #banks and non-bank financial institutions (including #RealEstate), as we highlight #relativevalue thoughts, crucial themes and key issuers to watch. From a changing US administration to BOJ's differing monetary policy, from BDC non-accruals to Asean banks' asset quality, there will be plenty to discuss. And as always, there will be opportunities for Q&A (with 10 analysts!). When: Nov 20, 10am EST / 3pm GMT / 11pm HKT Registration here: https://t.ly/SbHO1 #bonds #portfoliomanagement #financials

#China is caught in a #demographic trap set decades ago, with an entrenched baby bust leaving its #population decline beyond the easy fixes proffered by well-intended, pro-family measures. In this video, Ada Li, Senior Analyst at BI talks about her latest report and the interactive model on the evolving structure in the country. https://lnkd.in/gKziVGAD Bloomberg terminal clients can also access the full report: https://lnkd.in/gGbBZwzP

Biodiversity is seeing a resurgence in interest as an ESG topic. What industries may be at risk for nature-related issues? ?? Bloomberg Intelligence's Director of ESG Research, Eric Kane, explains the ways that his team identifies aspects of a company's operations to measure risk and impact. ?? Watch the full video linked in the comments for more insights on ESG metrics and risks ?? #SustainableInvesting #ESG

Bloomberg Intelligence's Women in Finance, in partnership with Women in Investment Research, hosted "Women Taking Risks" on November 14th. The panelists discussed how taking risks helped propel their career growth in sell-side research. The discussion was moderated by Alison Williams from BI and featured Erica Adelberg from BI; Kelly Metcalf from Jefferies; Alex Straton from Morgan Stanley; and Elizabeth Suzuki from Bank of America. A networking session moderated by the senior women in the industry helped facilitate deeper conversations on career development.? #WomenInFinance #WomenInInvestmentResearch

Join Bloomberg’s Black in Research event on Tuesday, 26th November 2024, featuring members from Bloomberg Intelligence, BloombergNEF, and Bloomberg Economics. You’ll be introduced to the world of research through the lens of Bloomberg’s renowned Analysts & Economists, followed by a panel discussion on their career journeys and what it takes to be successful. Register today! https://lnkd.in/e46wdaWZ??#Bloomberg #BloombergIntelligence #BNEF #CareerGrowth