Oakmark’s Nygren Takes Private Equity Perspective
Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Coh...
29 Okt 202438min
GMO’s Hancock on the Importance of Profitability
The quality factor is ranked second on the BI Factor Scorecard as higher-quality companies are beating lower-quality ones against a backdrop of a more defensive market. On this episode of Inside Activ...
22 Okt 202430min
Causeway’s Ketterer on Estimating Intrinsic Value
Since the US market can be profitable for European companies, any slowdown in the US economy could harm earnings in Europe, but also alleviate high valuations. On this episode of Inside Active, host D...
15 Okt 202432min
Matthews’ Taylor on AI in Asian Emerging Markets
Countries in Asia make up the top echelon of the BI Emerging Markets Scorecard, based on factors such as price performance, breadth and fundamentals. In this episode of Bloomberg Intelligence’s Inside...
8 Okt 202436min
Integrity’s Radke and Morey on Dividend Investing
Capital deployment has been increasing as companies flush with cash ratchet up share buybacks and dividend payments. On this episode of Inside Active, host David Cohne, mutual fund and active-manageme...
1 Okt 202432min
JPMorgan’s Agranoff on Differentiated Perspective
With equities in a fundamental rotation and being shaken by economic surprises, the market may be searching for new sector leadership. On this episode of the Inside Active podcast, host David Cohne, m...
24 Sep 202427min
Wellington’s Shilling, Shields on Secular Growth
Wellington’s Andrew J. Shilling and Clark R. Shields, sub-advisers to the Vanguard U.S. Growth Fund, talk about investing in companies with secular growth and competitive advantages in this episode of...
17 Sep 202442min
Vanguard’s Reyes on Enduring Investment Merit
Since its inception, Vanguard has maintained that active investing — if delivered in a low-cost way — can play a meaningful role in a client’s portfolio, for investors who have the tolerance to take t...
10 Sep 202427min
