Bloomberg Daybreak Asia: Japan's Takaichi Formally Reappointed
February 18, 2026
Tim Pagliara, chief investment officer at CapWealth, joins the Bloomberg Daybreak Asia podcast to discuss how AI is pressuring software companies with costs and returns. “I think some of these software companies that have very, very expensive packages, they're going to be under some pricing pressure. They're going to have to bundle and innovate around it. So as of right now, it really looks to me like it will be impactful primarily on pricing. I don't think people are going out of business, but I think they're going to have to innovate around it, and that's going to lead to a lot of job disruption,” says Pagliara.
Tim Pagliara discussed the keys to investing success, which are asset allocation and security selection that depend on asset valuation and special situations.
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