This special edition of Data Spotlight explores how research data, such as supply chain insights and geographic segment fundamentals, can support company analysis amid macro events such as changes in tariff policy.
In this episode of our Credit Crunch podcast, Mahesh Bhimalingam, Bloomberg Intelligence’s global head of credit strategy spoke to Head of Credit LDI at Generali Asset Management Amir Fergani to discuss a range of topics.
The first 100 days of Donald Trump’s administration reveal a departure from historical norms. The Liberation Day tariffs highlight a shift from global cooperation toward self-reliance. Arguably, defense and security represent a more critical development than...
Trend investing captures absolute returns across asset classes. Commodity Trading Advisors (CTAs), originally focused on commodity futures, now offer popular access to multi-asset momentum through systematic trading strategies.
Regulatory reform is rising on global policy agendas. Yet while this regulatory reform agenda promises relief for firms, it will also usher in a new wave of complexity.
Trade tensions mark a significant geopolitical shift, rivaling post-WWII changes. While daily intensity fluctuates, core economic and political drivers could endure. Grasping tariff effects helps investors navigate these structural shifts.
