Bloomberg Intelligence

As the conflict in the Middle East injects volatility into global markets, the sustained shock to traditional #energy costs is set to accelerate demand for alternative energy – from NEVs and energy storage to #nuclear power. Join Bloomberg Intelligence and Huatai Securities Co., Ltd. Securities as we unpack China's macroeconomic outlook and the strategic investment implications of this fundamental shift in global energy. Register here: https://lnkd.in/gFy44smt #RenewableEnergy Eva Yi Jun Liu Salih Yilmaz, CFA Cyrus Raji Eapen Molly, Xing WEI John Lee Clara Chen

What’s next for the U.S. annuities market? How will shifting regulation reshape growth, and where are the biggest opportunities for innovation across products and distribution? Register here: https://lnkd.in/e_xbQ6wD 📅 April 30 | ⏰ 12:30 PM ET Join Bloomberg Intelligence and industry leaders for a timely discussion on The Future of Annuities – Regulation, Innovation, and Market Opportunity. Hear from Ian Laverty - FSA, CFA, MAAA (Group 1001 / Delaware Life), Dan Gutman (Prudential), Tom Haines (Annexus), and Jason Berkowitz (Insured Retirement Institute) alongside Bloomberg Intelligence analysts Jeffrey Flynn, CFA and Nathan Dean. The panel will explore the impact of the recent vacatur of the Department of Labor rule, evolving annuity distribution channels, and how technology is driving growth. Speakers will also discuss innovation across products such as fixed indexed annuities (FIAs) and registered index-linked annuities (RILAs). #Annuities #Insurance #Retirement #FinancialServices #Regulation

𝐏𝐮𝐛𝐥𝐢𝐜 𝐌𝐚𝐫𝐤𝐞𝐭𝐬 𝐢𝐧 𝐑𝐞𝐭𝐫𝐞𝐚𝐭, 𝐏𝐫𝐢𝐯𝐚𝐭𝐞 𝐂𝐚𝐩𝐢𝐭𝐚𝐥 𝐢𝐧 𝐂𝐡𝐚𝐫𝐠𝐞 The US has gone from 8,090 listed companies in 1996 to 4,010 today. At the same time, #private unicorns have grown 465% since 2017. That shift raises fundamental questions: ❓Who actually benefits when the best companies stay private longer? ❓Can regulatory and litigation reform meaningfully reverse the trend? ❓What does the collapse of equity research coverage mean for small-cap formation? Our Market Structure team just published its 𝐅𝐮𝐭𝐮𝐫𝐞 𝐨𝐟 𝐈𝐏𝐎𝐬: 𝟐𝟎𝟐𝟔 𝐎𝐮𝐭𝐥𝐨𝐨𝐤 — drawing on interviews with 150+ senior professionals across 68 institutions spanning venture capital, private equity, asset management, exchanges, brokers and banks. The report covers litigation risk, disclosure reform, IPO pricing misalignment, proxy advisory conflicts, passive investing dynamics, and the full 2026 policy pipeline. 👉 Read it on the Terminal: BI DEEP <go> 👉 Or explore via our 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐫𝐮𝐜𝐭𝐮𝐫𝐞 𝐃𝐚𝐬𝐡𝐛𝐨𝐚𝐫𝐝: BI MKTSG <GO> With thanks to Larry Tabb, Rik Stevens, Justin DeVoursney and Philippe Tardieu If you have a terminal, you have access to all of our strategists — 𝐣𝐮𝐬𝐭 𝐚𝐧 𝐈𝐁 𝐚𝐰𝐚𝐲

🇦🇹 The Credit Frühstück is coming to Vienna this Thursday 📆 Apr 23, 9am 📍 Bloomberg Vienna offices 🔗 Register -- https://lnkd.in/eBMXHyJJ Join Bloomberg Intelligence and local market participants for a discussion on how credit is caught between expectations of a rapid resolution to Middle East tensions and the second-order effects on growth, inflation and policy. With spreads wider and dispersion building beneath the surface, are today's headwinds tomorrow's opportunities for income and alpha? Come and openly discuss with: 𝐁𝐥𝐨𝐨𝐦𝐛𝐞𝐫𝐠 𝐈𝐧𝐭𝐞𝐥𝐥𝐢𝐠𝐞𝐧𝐜𝐞 𝐂𝐫𝐞𝐝𝐢𝐭 𝐭𝐞𝐚𝐦, 𝐜𝐨𝐯𝐞𝐫𝐢𝐧𝐠 Credit and covered bonds - Heema Patel, CFA and Reto Bachmann Corporate hybrids, banks and real estate - Aidan Cheslin, Ruben Benavides and Tolu Alamutu 𝐏𝐚𝐧𝐞𝐥 𝐟𝐨𝐫 𝐥𝐨𝐜𝐚𝐥 𝐦𝐚𝐫𝐤𝐞𝐭 𝐩𝐞𝐫𝐬𝐩𝐞𝐜𝐭𝐢𝐯𝐞𝐬 Javier de la Vega, CFA - Senior Portfolio Manager, High Yield (Erste Asset Management GmbH) Joerg Bayer, CFA - Head of Fixed Income Research (Raiffeisen Bank International AG) Mario Spatling - Head of Corporate DCM (Raiffeisen Bank International AG) See you there. cc: Thomas Outen Tiffany Zhang Bloomberg #fixedincome #bonds #assetallocation #investmentgrade #highyield #vienna #wien

Positioned to outpace developed-world growth, #Singapore is fueled by diverse #AI investments, its expanding role as a global business hub, and massive wealth management inflows drawn to its reinforced haven status. In our latest report, BI analyst Sarah Jane Mahmud explores how the city-state is adapting to rising protectionism and US-China tensions. Bloomberg terminal clients can access full report: https://lnkd.in/gygWpgmR

Corporate governance reform has acted as a major catalyst for stock markets in Japan and South Korea. Now, Southeast Asia is eager to get in on the action, with countries from #Vietnam to #Indonesia rolling out new measures to entice foreign capital back to the region. But is Southeast Asia truly ready to embrace shareholder activism? Christopher B. Beselin Beselin, CIO and founding partner at Endurance Capital Group, joins me on the Asia Centric podcast to unpack why the region's $3 trillion market is ripe for a collaborative style of activism. 🎧 Listen on: Spotify: https://bloom.bg/4tQiHHA Apple Podcasts: https://bloom.bg/41IQ6YW #BloombergIntelligence Clara Chen #shareholderactivism #governance

Commodities are surging again — but the cycle looks increasingly familiar. The Bloomberg Commodity Index jumped ~25% in 1Q, even as longer-term levels remain anchored near 2007 highs, raising the risk that another “pump-then-dump” phase is already underway. 📅 April 17th | ⏰ 10 am ET Register here: https://lnkd.in/eH5QPjux Join Bloomberg Intelligence Mike McGlone, Senior Commodity Strategist, Vincent G. Piazza, CFA, Senior Analyst, Energy, Grant Sporre, Senior Analyst, Metals & Mining, and Jason Miner, CFA, Global Head of Agriculture for a timely webinar on whether #commodity markets are nearing a cyclical peak — and what that signals for inflation, growth and cross-asset risk.

Could a long-standing cap on US broadcast ownership finally give way — and unlock a new wave of consolidation? As legal pressure mounts on Nexstar’s TEGNA deal and regulators revisit legacy rules, the path to scale in local TV may be shifting faster than expected. Register here: https://lnkd.in/e4mieuKx 📅 April 14 | ⏰ 11 am ET Join Bloomberg Intelligence's Geetha Ranganathan, Senior Analyst, US Media; Jennifer Rie, Senior Litigation Analyst; and Matthew Schettenhelm, Senior Analyst, Litigation & Government for a timely webinar on the evolving regulatory landscape for US broadcasters.