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Inside Active by Bloomberg Intelligence

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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.

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90 эпизодов

  1. Bl’s David Cohne on Lessons From Active Managers 14:34
  2. Tema’s Pot on Special Purpose Vehicles in ETFs 29:56
  3. Laffer Tengler CEO Tengler on Value Beyond Labels 30:11
  4. Global X’s Dorson on Active’s Edge in EM Markets 33:38
  5. Calamos’ Nelson on Finding Fundamental Momentum 34:08
  6. ICI’s Antoniewicz on Active’s Changing Landscape 34:47
  7. Capital Group’s Wilson on Finding Coiled Springs 35:19
  8. Touchstone’s Paulin on Looking Beyond Performance 36:31
  9. Midas’ Winmill on Free Cash Flow Over Narratives 26:50
  10. Horizon’s Davolos on True Inflation Beneficiaries 35:03
  11. Bloomberg’s Jim on Europe’s Active ETF Outlook 26:56
  12. GSAM’s Lake, Innovator’s Day on Active Outcomes 32:57
  13. Moerus’ Wadhwaney on Asset-Based Value Investing 40:47
  14. Michael Ervolini on Separating Skill From Luck 31:24
  15. Rainwater’s Shaposhnik on Predictable Businesses 41:07
  16. JPMorgan’s El-Asmar on Active ETF Growth in APAC 36:22
  17. Liberty Street’s Moss on Private Company Research 22:46
  18. NEOS’ Mathews on the Evolution of Option ETFs 24:22
  19. Invesco’s Burrello on Option Income Trade-Offs 27:39
  20. Baron’s Matt Camuso on Bringing Active to ETFs 25:42
  21. Morgan Stanley’s Rogers on Consistent Growth 35:42
  22. Allspring’s Wise on Passive Bond Fund Risks 31:45
  23. Baillie Gifford’s Coutts, Burns Look Beyond US 36:52
  24. American Beacon’s Cavazos on Durable Managers 27:47
  25. Massif Capital’s Thomson on Real-Asset Equities 35:41
  26. State Street’s Paglia on Performance and Scale 31:04
  27. Alger’s Crawford on Finding Durable Growth 32:03
  28. Avantis’ McInnis on Active vs. Passive Spectrum 34:42
  29. BlackRock’s Jeff Shen on Systematic Edge and AI 40:13
  30. T. Rowe’s Rizzo on Finding Technology Winners 40:50
  31. Tweedy, Browne’s Spears and Hill on Insider Value 36:42
  32. Vanguard’s Johnson on the Bond ETF Shift 29:42
  33. Strategas’ Todd Sohn on the Active ETF Boom 24:04
  34. CrossingBridge’s Sherman on Return of Capital 45:17
  35. Horizon’s Stahl on Letting Winners Run 36:21
  36. Northern Trust’s Abner on Distributing Ladders 36:00
  37. Lazard’s Nahal on Capturing Long-Term Megatrends 41:50
  38. Simplify’s Michael Green on Passive Distortions 42:55
  39. Acuitas’ Chris Tessin on the Case for Micro Caps 34:03
  40. Rockefeller’s Petrone on Active Muni Advantages 24:57
  41. JPMorgan’s Reiner, McNerny on Active ETF Income 46:53
  42. VettaFi’s Todd Rosenbluth on Active ETFs in 2026 39:02
  43. Cambria’s Faber on the Flaw in Market-Cap Indexes 38:14
  44. T. Rowe Price’s White on Four-Pillar Investing 32:40
  45. Chesapeake’s Parker on Pure Trend Following 32:50
  46. VanEck’s Rodilosso & Sokol on Mitigating CLO Risk 44:36
  47. TCW’s Horton on Transforming Legacy Industries 40:23
  48. GQG Partners’ Sid Jain on Forward-Looking Quality 25:39
  49. Baron’s Lippert on Secular Growth and Technology 33:29
  50. Cusana’s Marshall-Lee on Founder-Led Companies 39:22