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Deep Dives
Global Tariffs Would Shake Global Growth, Markets, Profits
In this special report, Bloomberg Intelligence, Bloomberg Economics, and BloombergNEF combine research from 57 analysts to produce a comprehensive examination of tariff effects, along with the impact that uncertainty about the trade actions has on business and key sectors.
Water Risk: As Scarcity Intensifies, Broad Swath of Companies, Sectors Face Challenges
Extreme heat and drought associated with climate change are intensifying water scarcity worldwide at an unprecedented pace across sectors, asset classes and regions, with demand for fresh water expected to outpace supply by 40% in five years.
AI Accelerator Chips: 2026 Outlook
As computing demand pushes beyond the limits of Moore’s Law, AI accelerators are driving the next wave of computing innovation, with the market projected to reach $604 billion by 2033. Nvidia, AMD, Broadcom and Marvell are leading this expansion as demand for AI training and inference gains momentum.
Women Capital 2025: Gender Diversity Delivers Returns, Defies Glass Ceiling
Greater gender diversity in developed-market boardrooms delivers better returns and higher ESG credentials, with leaders beating laggards at a cumulative spread exceeding 15% in the past five years. They’ve also started to hand shareholders greater rewards in emerging markets, where they exhibit lower risk profiles.
