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 unprecedented flows into passive strat...
16 Juni 35min
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 episode of Inside Active, host...
9 Juni 31min
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 pressures could weigh on valuation...
2 Juni 36min
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 become increasingly important....
26 Maj 27min
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 real assets. In this episode o...
19 Maj 35min
State Street’s Paglia on Performance and Scale
Over the past decade, expanded market access through ETFs and new structures has raised questions about capacity, outcomes and what it means for active management. In this episode of the Inside Active...
12 Maj 31min
Alger’s Crawford on Finding Durable Growth
Markets have recently been driven by a narrow set of AI-linked winners, but as these trends become widely recognized, the challenge is identifying what opportunities remain and what is already priced ...
5 Maj 32min
