Tema’s Pot on Special Purpose Vehicles in ETFs

As 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 David Cohne, Bloomberg Intelligence mutual fund and active management analyst, and co-host Sharoon Francis, BI associate…

Laffer Tengler CEO Tengler on Value Beyond Labels

Traditional value investing often focuses on companies trading at low multiples, but cheap stocks can reflect either opportunity or fundamental weakness. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Nancy Tengle…

Global X’s Dorson on Active’s Edge in EM Markets

Emerging markets are often treated as a single market, but differences in economic cycles, currencies, governance and market structure can create vastly different opportunities from one country to the next. In this episode of Inside Active, host David Cohne, mutual fund and active management analys…

Calamos’ Nelson on Finding Fundamental Momentum

Finding 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 of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Brand…

ICI’s Antoniewicz on Active’s Changing Landscape

Active management is transforming as investors embrace exchange-traded funds, fund expenses decline and financial advice evolves. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Shelly Antoniewicz, chief economist …

Capital Group’s Wilson on Finding Coiled Springs

Growth investing is often associated with companies delivering rapid revenue and earnings growth, but the potential for capital appreciation can extend well beyond traditional growth stocks. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg I…

Touchstone’s Paulin on Looking Beyond Performance

Choosing 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 success is repeatable. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analy…

Midas’ Winmill on Free Cash Flow Over Narratives

A 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 Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Tom …

Horizon’s Davolos on True Inflation Beneficiaries

Inflation 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 owns. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst at Bloomberg Intelligence…

Bloomberg’s Jim on Europe’s Active ETF Outlook

Europe’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, mutual fund and active management analyst at Bloomberg Intelligence, speaks with Henry Jim, ETF analyst at BI, about wha…