Inside Active by Bloomberg Intelligence

iHeartPodcasts 80 - GSAM’s Lake, Innovator’s Day on Active Outcomes

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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Inside Active by Bloomberg Intelligence

Episodios

GSAM’s Lake, Innovator’s Day on Active Outcomes

Moerus’ Wadhwaney on Asset-Based Value Investing

Michael Ervolini on Separating Skill From Luck

Rainwater’s Shaposhnik on Predictable Businesses

JPMorgan’s El-Asmar on Active ETF Growth in APAC

Liberty Street’s Moss on Private Company Research

NEOS’ Mathews on the Evolution of Option ETFs

Invesco’s Burrello on Option Income Trade-Offs

Baron’s Matt Camuso on Bringing Active to ETFs

Morgan Stanley’s Rogers on Consistent Growth

Allspring’s Wise on Passive Bond Fund Risks

Baillie Gifford’s Coutts, Burns Look Beyond US

American Beacon’s Cavazos on Durable Managers

Massif Capital’s Thomson on Real-Asset Equities

State Street’s Paglia on Performance and Scale

Alger’s Crawford on Finding Durable Growth

Avantis’ McInnis on Active vs. Passive Spectrum

BlackRock’s Jeff Shen on Systematic Edge and AI

T. Rowe’s Rizzo on Finding Technology Winners

Tweedy, Browne’s Spears and Hill on Insider Value

Vanguard’s Johnson on the Bond ETF Shift

Strategas’ Todd Sohn on the Active ETF Boom

CrossingBridge’s Sherman on Return of Capital

Horizon’s Stahl on Letting Winners Run

Northern Trust’s Abner on Distributing Ladders

Lazard’s Nahal on Capturing Long-Term Megatrends

Simplify’s Michael Green on Passive Distortions

Acuitas’ Chris Tessin on the Case for Micro Caps

Rockefeller’s Petrone on Active Muni Advantages

JPMorgan’s Reiner, McNerny on Active ETF Income

VettaFi’s Todd Rosenbluth on Active ETFs in 2026

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

T. Rowe Price’s White on Four-Pillar Investing

Chesapeake’s Parker on Pure Trend Following

VanEck’s Rodilosso & Sokol on Mitigating CLO Risk

TCW’s Horton on Transforming Legacy Industries

GQG Partners’ Sid Jain on Forward-Looking Quality

Baron’s Lippert on Secular Growth and Technology

Cusana’s Marshall-Lee on Founder-Led Companies

Easterly’s Holzer on Asymmetric Return Patterns

Chautauqua’s Velarde on Exploiting Time Arbitrage

T. Rowe’s Giroux on Avoiding Fatally Flawed Firms

Wellington’s Kilbride & Fisher on Dividend Growth

Artisan’s Samra Likens Value to Two-for-One Deal

Sands Capital’s Menichella on Its Owner Mindset

Allspring’s Rilling on Sources of Bond Alpha

Morgan Stanley’s Khanduja on Bond Risk Reward

Fidelity’s Chamovitz, Peck on Opportunistic Value

Madison Funds’ Haruki Toyama on Moat Investing

Capital Group’s Buchbinder on the Capital System