2023 Outlooks: ESG, REITs, Mortgages, Exchanges

In this week’s edition of the Bloomberg podcast, Bloomberg Intelligence analysts discuss what will shape the outlook for investment strategies and industries in 2023:

REITs -- Lindsay Dutch says most property segments are likely to face slowing growth due to a sluggish economy and costlier financing.

ESG -- Eric Kane explains how ESG is reframing markets and the developments to come.

Exchanges -- Paul Gulberg expects a refocus on recurring revenue to boost profitability.

Mortgage-Backed Securities -- Erica Adelberg lays out why returns may break their historic losing streak.

Aerospace Manufacturers -- George Ferguson says Boeing and Airbus could see higher deliveries as suppliers continue to struggle.

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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