Bloomberg Intelligence: Funds, Streaming, M&A

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

German Equities -- Tim Craighead says a region-leading earnings expansion, cyclical-growth exposure and a relatively low valuation offer a constructive outlook.

Mutual Funds -- David Cohne says they aren't dead yet as ETFs grow, and lays out a few pockets of life.

Diversified Entertainment -- Geetha Ranganathan says the streaming wars may be over, but that the hard part -- profit -- is yet to come.

Mergers & Acquisitions -- Andrew Silverman lays out why he expects deal-making to return after one of the slowest years in decades.

E-Commerce -- Poonam Goyal says sales might improve in 2024 as trends normalize and the shift to online persists.

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.

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.