Inside Active by Bloomberg Intelligence

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 D

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 tradit

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

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 t

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

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 Davi

GSAM’s Lake, Innovator’s Day on Active Outcomes

As investors increasingly focus on managing risk, generating income and achieving specific portfolio outcomes, the definition of successful active management is expanding

Moerus’ Wadhwaney on Asset-Based Value Investing

Value investing often means looking past near-term problems to determine whether a company is temporarily impaired or permanently damaged. In this episode of Inside Activ

Michael Ervolini on Separating Skill From Luck

Selecting active managers has always been one of investing’s greatest challenges, in part because strong performance doesn’t always reflect repeatable skill. In this epis

Rainwater’s Shaposhnik on Predictable Businesses

Investing often comes down to making forecasts about an uncertain future, but some businesses are inherently more predictable than others. In this episode of Inside Activ

 JPMorgan’s El-Asmar on Active ETF Growth in APAC

Active 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.

Liberty Street’s Moss on Private Company Research

As 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

NEOS’ Mathews on the Evolution of Option ETFs

As 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 t

Invesco’s Burrello on Option Income Trade-Offs

Option-income ETFs have become one of the fastest-growing segments of the ETF market, but headline yields often obscure meaningful differences in portfolio construction,

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 ident

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 unpreced

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

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 pres

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

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