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...
28 Huhti 34min
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 market...
22 Huhti 40min
T. Rowe’s Rizzo on Finding Technology Winners
Over the past decade, technology investing has been dominated by a handful of mega-cap companies, but AI is opening the door to a broader and potentially very different set of future winners. In this ...
14 Huhti 40min
Tweedy, Browne’s Spears and Hill on Insider Value
As value investing has lagged behind in a market led by a narrow group of large-cap growth stocks, insider buying has remained a closely watched signal, particularly during periods of volatility. In t...
7 Huhti 36min
Vanguard’s Johnson on the Bond ETF Shift
Active fixed-income ETFs are entering a new phase of growth, driven by investor demand, structural advantages and expanding product breadth. In this episode of Inside Active, host David Cohne, mutual ...
31 Maalis 29min
Strategas’ Todd Sohn on the Active ETF Boom
Active ETFs may be in a golden age, not just a hot streak, driven by product innovation, lower structural frictions, conversions and potential ETF share classes. In this episode of the Inside Active p...
24 Maalis 24min
CrossingBridge’s Sherman on Return of Capital
Rating agencies have been broadly positive, but their outlook is turning more cautious — especially in high yield — as geopolitical risks rise and spreads remain tight. In this episode of Inside Activ...
17 Maalis 45min
Horizon’s Stahl on Letting Winners Run
In a market shaped by index concentration and short-term performance pressures, contrarian strategies are leaning into opportunities others may not have the patience or liquidity to own. In this episo...
10 Maalis 36min
