Chautauqua’s Velarde on Exploiting Time Arbitrage
The eurozone outlook may depend on an earnings rebound driven by ECB rate cuts and German fiscal stimulus. In this episode of the Inside Active podcast, host David Cohne, Bloomberg Intelligence’s mutu...
19 Elo 202536min
T. Rowe’s Giroux on Avoiding Fatally Flawed Firms
Valuation expansion, not earnings growth, has driven most of the S&P 500’s gains since 2022. In this episode of Inside Active, hosts David Cohne, mutual fund and active management analyst with Bloombe...
6 Elo 202530min
Wellington’s Kilbride & Fisher on Dividend Growth
In June, the equity risk premium was negative for the first time since the early 2000s, indicating that stocks appear expensive relative to bonds and could yield mixed returns going forward. In this e...
22 Heinä 202530min
Artisan’s Samra Likens Value to Two-for-One Deal
With European earnings growth projected to be low in 2025, investors are focusing on a potential recovery in 2026. In this episode of Inside Active, host David Cohne, mutual fund and active management...
8 Heinä 202545min
Sands Capital’s Menichella on Its Owner Mindset
Despite a recent rally, European equities may be overly complacent about trade-war risks. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst with Bloomberg I...
24 Kesä 202534min
Allspring’s Rilling on Sources of Bond Alpha
Bond ratings have been mainly neutral over the past couple of quarters, but it remains to be seen if tariffs have an impact in the coming six months. In this episode of the Inside Active podcast, host...
10 Kesä 202530min
Morgan Stanley’s Khanduja on Bond Risk Reward
After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Int...
27 Touko 202530min
Fidelity’s Chamovitz, Peck on Opportunistic Value
Lower revenue growth for small-cap companies appears to be in store due to tariff turmoil, based on Bloomberg Intelligence’s fair value model on the Russell 2000. In this episode of Inside Active, hos...
14 Touko 202532min
