Inside Active by Bloomberg Intelligence
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Latest episode
Bl’s David Cohne on Lessons From Active Managers
Bl’s David Cohne on Lessons From Active Managers
About this podcast
Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.
Episodes
The newest 20 of 90 episodes
- Bl’s David Cohne on Lessons From Active Managers · 15 minEvaluating active managers requires more than looking at past performance. After two years of conversations with portfolio managers on Inside Active, host David Cohne…
- Tema’s Pot on Special Purpose Vehicles in ETFs · 30 minAs companies stay private longer, some of the most important emerging businesses remain out of reach for traditional publicly traded funds. In this episode of Inside Active, host…
- Laffer Tengler CEO Tengler on Value Beyond Labels · 30 minTraditional value investing often focuses on companies trading at low multiples, but cheap stocks can reflect either opportunity or fundamental weakness. In this episode of…
- Global X’s Dorson on Active’s Edge in EM Markets · 34 minEmerging markets are often treated as a single market, but differences in economic cycles, currencies, governance and market structure can create vastly different opportunities…
- Calamos’ Nelson on Finding Fundamental Momentum · 34 minFinding fast-growing companies is only part of the challenge for small- and mid-cap managers. The market’s expectations for that growth can matter just as much. In this episode…
- ICI’s Antoniewicz on Active’s Changing Landscape · 35 minActive management is transforming as investors embrace exchange-traded funds, fund expenses decline and financial advice evolves. In this episode of Inside Active, host David…
- Capital Group’s Wilson on Finding Coiled Springs · 35 minGrowth investing is often associated with companies delivering rapid revenue and earnings growth, but the potential for capital appreciation can extend well beyond traditional…
- Touchstone’s Paulin on Looking Beyond Performance · 37 minChoosing the right active manager can be just as important as choosing the right investment strategy, but past performance alone may reveal little about whether a manager’s…
- Midas’ Winmill on Free Cash Flow Over Narratives · 27 minA broad investment mandate gives active managers the freedom to search across markets but also requires discipline in deciding where capital belongs. In this episode of the…
- Horizon’s Davolos on True Inflation Beneficiaries · 35 minInflation investing is often associated with commodities and real assets, but benefiting from rising prices can depend as much on a company’s business model as the assets it…
- Bloomberg’s Jim on Europe’s Active ETF Outlook · 27 minEurope’s active ETF market is expanding rapidly, but rising product launches don’t necessarily signal broad investor adoption. In this episode of Inside Active, host David Cohne…
- GSAM’s Lake, Innovator’s Day on Active Outcomes · 33 minAs investors increasingly focus on managing risk, generating income and achieving specific portfolio outcomes, the definition of successful active management is expanding beyond…
- Moerus’ Wadhwaney on Asset-Based Value Investing · 41 minValue investing often means looking past near-term problems to determine whether a company is temporarily impaired or permanently damaged. In this episode of Inside Active, host…
- Michael Ervolini on Separating Skill From Luck · 31 minSelecting active managers has always been one of investing’s greatest challenges, in part because strong performance doesn’t always reflect repeatable skill. In this episode of…
- Rainwater’s Shaposhnik on Predictable Businesses · 41 minInvesting often comes down to making forecasts about an uncertain future, but some businesses are inherently more predictable than others. In this episode of Inside Active, host…
- JPMorgan’s El-Asmar on Active ETF Growth in APAC · 36 minActive ETFs have become one of the fastest-growing segments of the investment industry, but their evolution in Asia Pacific is unfolding very differently than in the US. In this…
- Liberty Street’s Moss on Private Company Research · 23 minAs companies remain private longer, investors increasingly need new ways to access growth that once occurred in the public markets. In this episode of Inside Active, host David…
- NEOS’ Mathews on the Evolution of Option ETFs · 24 minAs option-based income ETFs move deeper into adviser portfolios, product design and implementation are becoming just as important as the income they seek to deliver. In this…
- Invesco’s Burrello on Option Income Trade-Offs · 28 minOption-income ETFs have become one of the fastest-growing segments of the ETF market, but headline yields often obscure meaningful differences in portfolio construction, risk…
- Baron’s Matt Camuso on Bringing Active to ETFs · 26 minThe rapid growth of active ETFs is pushing traditional and boutique managers to adapt mutual-fund strategies into ETF wrappers without compromising their investment identity. In…
