Midyear Outlook: Internet, Regional Banks, REITs
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In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries for the rest of 2023: US Regional Banks -- Herman Chan says regional lenders are operating with a defensive mindset after recent bank failures. Retail REITs -- Lindsay Dutch explains why the divide in demand for retail real estate could be more pronounced in 2023-24. North American Hospitals and Managed Care -- Glen Losev looks at what's shaping two big parts of health care. Global Internet Sector -- Mandeep Singh says generative AI could be a catalyst for both higher engagement and ad targeting. Europe's Gas-Price Lull Won't Outlast Asian LNG-Demand Rebound -- Patricio Alvarez looks at the effect of rebounding Asian demand. The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps. Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. See omnystudio.com/listener for privacy information.
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