Inside Active by Bloomberg Intelligence

Inside Active by Bloomberg Intelligence

Reports of active management's demise have been greatly exaggerated. Active continues to grow and evolve in ETFs while mutual funds prosper and define benefit plans. Bloomberg Intelligence strategy team uncover active opportunities and gleam insights from active managers and those who cover the industry.

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Avsnitt(71)

Northern Trust’s Abner on Distributing Ladders

Northern Trust’s Abner on Distributing Ladders

Active ETFs, especially in fixed income, are surging as 10,000 Americans retire each day and demand grows for predictable, outcome-oriented income solutions for the trillions of dollars held in retire...

3 Mars 36min

Lazard’s Nahal on Capturing Long-Term Megatrends

Lazard’s Nahal on Capturing Long-Term Megatrends

The US remains central to AI leadership, but investors should expect broader, more global opportunities to emerge in 2026. In this episode of the Inside Active podcast, host David Cohne, mutual fund a...

24 Feb 41min

Simplify’s Michael Green on Passive Distortions

Simplify’s Michael Green on Passive Distortions

True passive investing may not exist, as all investing ultimately involves active decisions. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg ...

17 Feb 42min

Acuitas’ Chris Tessin on the Case for Micro Caps

Acuitas’ Chris Tessin on the Case for Micro Caps

Bloomberg’s Market Pulse gauge hit an official manic condition at the end of January, where defensive sectors tend to outperform cyclicals and small caps often lag large caps. In this episode of the I...

10 Feb 34min

Rockefeller’s Petrone on Active Muni Advantages

Rockefeller’s Petrone on Active Muni Advantages

Actively managed municipal bond funds continue to attract strong investor interest, with active mutual funds taking in over $24 billion and active muni ETFs seeing over $22 billion in net flows last y...

3 Feb 24min

 JPMorgan’s Reiner, McNerny on Active ETF Income

 JPMorgan’s Reiner, McNerny on Active ETF Income

For JPMorgan’s income managers, discipline means delivering predictable outcomes through rigorous risk management rather than chasing headline yield. In this episode of Inside Active, host David Cohne...

27 Jan 46min

VettaFi’s Todd Rosenbluth on Active ETFs in 2026

VettaFi’s Todd Rosenbluth on Active ETFs in 2026

Actively managed ETFs took in nearly $500 billion in 2025, indicating growing confidence in active strategies in the ETF wrapper. In this episode of Inside Active, host David Cohne, mutual fund and ac...

21 Jan 39min

Cambria’s Faber on the Flaw in Market-Cap Indexes

Cambria’s Faber on the Flaw in Market-Cap Indexes

US value stocks have quietly regained momentum and remain deeply discounted relative to growth, a valuation backdrop that has historically supported strong forward performance. In this episode of Insi...

15 Jan 38min

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