Morgan Stanley’s Slimmon on Factor Exposures
The low volatility, momentum and quality factors are all up this year, with low volatility and momentum performing the best. In this episode of Inside Active, host David Cohne, Bloomberg Intelligence ...
7 Jan 202547min
Davis Funds’ Chris Davis on the Earnings Yield
The Bloomberg Intelligence Fair Value Model is currently showing a 19.1x multiple on the S&P 500, which is lower than where we currently are, due to the Mag 7 driving a lot of the valuation premium in...
17 Des 202449min
Orbis’ Forster on Importance of Intrinsic Value
Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and ...
10 Des 202440min
Guinness’ Jonathan Waghorn on Sustainable Energy
Themes ranging from decentralized energy to nuclear to solar have found fresh footing this year due to secular growth trends such as the acceleration of electrification needs. In this episode of Insid...
3 Des 202436min
Man Group’s Chu On Dispersion in Commodities
Out of the 31 global stocks found in four or more BI themes, the ones exposed to physical environment issues have outperformed tech stocks dramatically so far this year. In this episode of Inside Acti...
26 Nov 202438min
Hotchkis’ Green on High Quality at Low Valuations
After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund a...
18 Nov 202432min
Mitch Zacks on Upward Earnings-Estimate Revisions
Profitable companies tend to perform well among small caps, as evidenced by the Bloomberg MVP small-cap portfolio, which returned 11.9% annualized in a backtest run from 1999 to September 2024. On thi...
12 Nov 202438min
Innovator’s Ashenden on Risk-Managed Exposure
Buffer ETFs, which use options to limit losses and offer upside potential, have taken in around $10 billion in new flows this year as their popularity grows. On this episode of Inside Active, host Dav...
5 Nov 202432min
