Inside Active by Bloomberg Intelligence
Inside Active by Bloomberg Intelligence
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.Social links:
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Baron’s Matt Camuso on Bringing Active to ETFs
The 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 this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, spe…
25:42
Morgan Stanley’s Rogers on Consistent Growth
Growth investing has faced no shortage of challenges over the past decade, from shifting interest-rate regimes and benchmark concentration, to the rise of AI and unprecedented flows into passive strategies. In this episode of Inside Active, host David Cohne, mutual fund and active management analys…
35:41
Allspring’s Wise on Passive Bond Fund Risks
Over the past decade, passive investing has reshaped much of the investment landscape, but fixed income presents a different set of challenges and opportunities. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst at Bloomberg Intelligence, spoke with Noah …
31:45
Baillie Gifford’s Coutts, Burns Look Beyond US
Europe and Japan’s earnings outlooks have improved, with double-digit growth expectations, though upgrades are concentrated in technology and energy, while inflation pressures could weigh on valuations. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at…
36:51
American Beacon’s Cavazos on Durable Managers
As investors gain access to an expanding universe of active strategies and investment structures, distinguishing durable investment skill from short-term performance has become increasingly important. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst at B…
27:46
Massif Capital’s Thomson on Real-Asset Equities
Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intellige…
35:41
State Street’s Paglia on Performance and Scale
Over the past decade, expanded market access through ETFs and new structures has raised questions about capacity, outcomes and what it means for active management. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, sp…
31:03
Alger’s Crawford on Finding Durable Growth
Markets have recently been driven by a narrow set of AI-linked winners, but as these trends become widely recognized, the challenge is identifying what opportunities remain and what is already priced in. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst a…
32:03
Avantis’ McInnis on Active vs. Passive Spectrum
Over the past decade, passive investing has dominated flows and performance, but the rapid growth of ETFs and evolving market dynamics are blurring the line between active and passive. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelli…
34:41
BlackRock’s Jeff Shen on Systematic Edge and AI
Despite geopolitical tensions, value has held up better than expected, while defensive strategies like low volatility and quality have failed to attract the typical safe-haven flows, suggesting markets are largely looking past the Iran war. In this episode of Inside Active, host David Cohne, mutual…
40:12