Midyear Outlook: US Equities, Software, Housing

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:

European P&C; Insurance -- Kevin Ryan explains why insurers likely won't be able to increase rates enough to fully offset rising expenses for claims.

Global Application Software and Global IT Services-- Anurag Rana says AI hype won't be enough to overcome slowing growth as companies cut IT spending.

North American Biopharmaceuticals -- Ann-Hunter Van Kirk says well-capitalized pipelines separate those drugmakers that may require cash infusions amid elevated interest rates.

US Homebuilding -- Drew Reading lays out why homebuilders are uniquely positioned to navigate a challenging market.

US Equities -- Gina Martin Adams says corporate earnings will likely dig out of their recession to begin a cyclical recovery.

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.

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