Madison Funds’ Haruki Toyama on Moat Investing
Earnings expectations have shifted from the start of the year when analysts were forecasting 13% growth for large-cap stocks and are now predicting 9%. In this episode of Inside Active, host David Coh...
29 Apr 202532min
Capital Group’s Buchbinder on the Capital System
In the financial sector, the six largest banks have been returning capital to shareholders in the form of larger buybacks over the past quarter and year, indicating confidence in the industry. In this...
16 Apr 202521min
Astoria’s Davi on Mitigating Concentration Risk
Adding the profitability factor to the value factor can filter out value traps and help value stocks outperform the market, according to Bloomberg Intelligence. In this episode of the Inside Active po...
2 Apr 202536min
DFA’s Schneider on Systematic Flexible Investing
The Bloomberg Intelligence small-cap BMVP multi-factor portfolio outperformed the Russell 2000 equal-weight index last year, with value, momentum, low volatility and profitability all working well in ...
18 Mar 202544min
Osterweis’ Wong on Forward-Looking Quality: Inside Active
With the number of mergers and acquisitions being positively linked to small-cap performance, this year will be one to watch after a particularly weak 2024. In this episode of Inside Active, host Davi...
4 Mar 202530min
Polar Capital’s Nøddekær on Economic Value Added
2025 will be a critical year for China, which needs to continue stimulating demand to stave off prolonged deflationary pressure. In this episode of Inside Active, host David Cohne, mutual fund and act...
18 Feb 202547min
Needham Funds’ Barr on Hidden Quality Compounders
The Russell 2000 ended the year on a sour note over unease about where interest rates could go. In this episode of Inside Active, host David Cohne, mutual fund and active-management analyst with Bloom...
4 Feb 202531min
T. Rowe Price’s McQueen on Free Cash Flow
In the latter half of 2024, the healthcare sector underperformed the rest of the European market due to uncertainty related to potential policies of the new Trump administration and mixed news on phar...
21 Jan 202540min
