Seeing Healthy Rotation In Thematic ETFs: Rosenbluth
Todd Rosenbluth, head of research at TMX VettaFi, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ."
Todd Rosenbluth, head of research at TMX VettaFi, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ."
Hamilton Lane Executive Co-Chairman Erik Hirsch says much of the wealth created by the AI boom has so far accrued in the private markets, as companies stay private longer and tap increasingly deep pools of capital. With exposure to OpenAI and Anthropic through its venture and growth relationships, Hirsch discusses how investors can access private AI companies through funds, secondaries and co-investments - and why even as some of AI's biggest names head toward IPOs, going public is no longer the default path for most technology companies. He joins Ed Ludlow on "Bloomberg Tech."
Apple's new HomeView has been a long time coming - but now, Apple is already developing a higher-end version of the device with a robotic limb, which can automatically swivel the screen toward whoever is speaking. Bloomberg's Mark Gurman joins Ed Ludlow with the details from this week's Power On newsletter on "Bloomberg Tech."
German Chancellor Friedrich Merz said that Russian President Vladimir Putin is seeking to not only defeat Ukraine, but to also undermine democracy in Europe and further integration. "My biggest concern is the underestimated Russian impact on our societies," Merz said Monday in an exclusive interview with Bloomberg's Francine Lacqua. "Russia is on the way to destabilize the entire political order of our European continent."
Matthew Bartolini, global head of research strategists, at State Street Investment Management, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ."
Andres Rincon, head of ETF sales & strategy at TD, joins Isabelle Lee and Eric Balchunas on "Bloomberg ETF IQ." They discuss autocallable ETFs and new sports performance ETF filings.
Bloomberg Intelligence Senior Aerospace, Defense, & Airlines Analyst, George Ferguson discusses the outlook for US airlines as they aim to boost capacity into Q4. He also looks ahead to SpaceX earnings this week.
Thoma Bravo-backed Proofpoint agreed to buy Varonis in a deal valued at about $6.3 billion. The companies say combining email, collaboration, and data security could create a broader cybersecurity platform, just as AI agents and rising customer demand accelerate industry consolidation. Thoma Bravo Managing Partner Seth Boro joined Bloomberg Open Interest to talk about the deal.
Silgan is teaming up with American Industrial Partners to acquire Trivium Packaging in a deal valued at about $3.4 billion dollars. Silgan President and CEO Adam J. Greenlee discusses the strategic fit, expected benefits for shareholders and what the deal says about consumer demand and the broader economy.
Tensions between Washington and Kyiv are rising as Ukraine President Volodymyr Zelenskyy accuses the Trump administration of pressuring Ukraine while easing its stance toward Moscow. Leslie Vinjamuri of the Chicago Council on Global Affairs discusses the stakes for Ukraine, Europe, and Republicans heading into the midterms and how the Iran war is affecting US politics.
Copper has surged amid tariff fears, but the rally may be vulnerable if U.S. trade measures don't materialize. Invesco's Kathy Kriskey joins Blooomberg Open Interest to explain how stockpiling, tariff uncertainty, and growing demand from data centers and electrification could shape what happens next.
Bloomberg Intelligence's Mandeep Singh says this week's tech earnings could shift a recent market rebound, amid crosscurrents including concerns about financing and volatility in cloud businesses. He speaks on "Bloomberg Open Interest."
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