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.
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On Fox Business, Tim Pagliara, CIO at CapWealth, discussed how a rise in AI spending is shifting investor focus toward free cash flow and capital discipline.
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Tim Pagliara joins BNN Bloomberg to discuss how recent political pressure on the Federal Reserve and other factors are impacting U.S. equities and economic growth.
CapWealth promotes Drew O’Connor to Director of Research, recognizing his leadership and role in advancing investment strategy and client outcomes.
Citywire reports Drew O’Connor’s promotion to Director of Research at CapWealth, recognizing his leadership and impact on the firm’s investment process.
Drew O’Connor is promoted to Director of Research at CapWealth, as reported by Cynthia Yeldell Anderson in the Nashville Post.
