Bloomberg Intelligence: AI in IT Spending; Outlooks

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss their research and outlooks for 2024.

OPEC+ Cuts Poised to Extend, Deepen on Bleak Near-Term Outlook -- Salih Yilmaz explains the dynamics of output cuts through 2024 to support oil prices above $70 a barrel.

2024 Outlook: Global Asset Managers -- Alison Williams and Neil Sipes evaluate why the revenue outlook is aided by a recent asset revaluation.

2024 Outlook: Value Teed Up for Strong Long Drive, History Says -- Chris Cain gives his thoughts on the outlook and performance of factor investing strategies.

AI Infrastructure Outlays Seen Widening Throughout IT: BI Survey -- Anurag Rana lays out the multiple findings on a survey of chief investment officers.

2024 Outlook: North America Health-Care Tech, Distribution -- Jonathan Palmer explains how this could be a year of inflection for the industries.

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 121 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Boomberg 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.