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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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show series
 
It’s been a rough week for UK assets. The pound fell to its lowest level in a year, gilt yields surged and investors are losing confidence in the government’s ability to control the nation’s deficit and high borrowing costs. Why are things spiraling now? Senior reporter Phil Aldrick joins this week’s In the City to explain. See omnystudio.com/liste…
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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 mutual fund and active management analyst, along with co-host and BI US quantitative strategist Christopher Cain, spoke with Andrew Slimmon, a managin…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jonathan Palmer, Bloomberg Intelligence Senior Healthcare Analyst, gives his 2025 Outlook for North America Health-Care Tech. Simon Casey, Bloomberg Managing Editor for Energy and Commodities, talks about Biden Barring offshore drilling in US Atlantic and Pacific…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. June Grasso, Bloomberg Legal Analyst and Host of the Bloomberg Law Show, discusses Donald Trump’s NY hush money sentencing. Jeffrey Cleveland, Chief Economist at Payden & Rygel, discusses his outlook for the U.S economy and the December jobs report. Kate Duchene, CEO of RGP, disc…
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A divided US Supreme Court cleared the way for President-elect Donald Trump’s sentencing in his hush money criminal case, dealing him a setback as he prepares to begin his second term in office. For reaction and perspective, host Doug Krizner speaks with Bloomberg legal analyst and host of Bloomberg Law, June Grasso. See omnystudio.com/listener for…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Greg Stohr, Bloomberg Supreme Court Reporter, discusses President-elect Donald Trump asking the US Supreme Court to intervene in his hush money criminal case. Francisco Leon, CEO of California Resources, discusses recent carbon capture news. Dave Aspell, Co-CIO of Mount Lucas Man…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael Moore, Managing Editor for Finance in the Americas, discusses JPMorgan planning to bring staff back to office 5 days a week, and staff cuts at Bridgewater. Steve Miller, Chair of the ISM Services PMI, discusses ISM Services data. Mike Sommers, API President & CEO, discuss…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Laura Kane, Ottawa Bureau Chief, discusses Canadian Prime Minister Justin Trudeau resigning. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses Federal Reserve Vice Chair for Supervision Michael Barr planning to step down. Shana Sissel, President…
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Republican Mike Johnson won reelection as House speaker, overcoming resistance from a small but pivotal group of conservative hardliners after a flurry of last-minute talks and with the help of a critical endorsement from President-elect Donald Trump. For analysis of the moment Johnson reclaimed the gavel, Bloomberg Businessweek hosts Carol Massar …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Deborah Aitken, Bloomberg Intelligence Luxury Goods Analyst, gives her luxury outlook. Sridhar Natarajan, Bloomberg Senior Finance Reporter, gives his 202…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Michael Shepard, Bloomberg Senior Editor in Washington, discusses President Biden blocking the $14.1 billion sale of United States Steel to Nippon Steel. Walter Todd, President, Chief Investment Officer, and Managing Director at Greenwood Capital, discusses his market outlook. Du…
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The suspect who died in a Cybertruck explosion outside the Trump Las Vegas hotel on Wednesday was identified as Matthew Alan Livelsberger, according to people familiar with the matter. Hosts Carol Massar and Tim Stenvoec discuss the latest following a press conference with Clark County sheriff Kevin McMahill with Bloomberg News National Security Te…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Steve Man, Bloomberg Intelligence Global Autos and Industrials Research Analyst, discusses Tesla deliveries. Kathy Entwistle, Managing Director at Morgan Stanley Private Wealth Management, discusses her outlook for the markets. Mark Douglas, President and CEO of MNTN, discusses w…
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with Jamie Tarabay, Bloomberg Cybersecurity Reporter, on the US Treasury saying it was breached by a Chinese-based hacker. Veronica Clark, Citi Director of Research & US Economist, discusses her economic outlook. Alex Harris, Bloombe…
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney, Matt Miller, and Sonali Basak, speak with David Westin, Host of Bloomberg Wall Street Week, on the the passing of former U.S President Jimmy Carter. Claudia Sahm, New Century Advisors Chief Economist & Former Federal Reserve Economist, gives her outlook for the U.S econ…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Jennifer Bartashus, Bloomberg Intelligence senior analyst covering retail discusses holiday consumer spending and looks ahead to the retail space in 2025, Drew Reading, Bloomberg Intelligence home builders analysts breaks down what’s next for the home builders in…
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and Caroline Hyde speak with Katerina Simonetti, senior portfolio manager at Morgan Stanley for her perspective on markets heading into 2025, Bloomberg LA Bureau chief John Gittelsohn about the latest Big Take on how the globe is bracing itself for Trump tariffs, Dr. Ell…
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On a special holiday week Bloomberg TV and Radio simulcast, hosts Paul Sweeney and David Gura check in on the latest with Starbucks workers striking and take a look at how consumers are feeling toward the end of the holiday shopping season with Bloomberg's Emily Cohn, preview the economy for the new year with Lauren Saidel-Baker, an economist with …
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On a special edition of Bloomberg Intelligence, Bloomberg's Emily Cohn joins to discuss the Nordstrom family's plan to take the chain private, Bloomberg Intelligence's Jennifer Bartashus shares her outlook for the retail space in 2025, Julia Coronado, founder and president of Macropolicy Perspectives, discusses her outlook for 2025 and Bloomberg's …
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The House passed funding to keep the US government operating until mid-March just hours before a midnight shutdown deadline, capping off a tumultuous two days in which two earlier plans pursued by Speaker Mike Johnson collapsed. For instant reaction and analysis, host Kailey Leinz speaks with Lester Munson, Principal of the International Practice a…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Sam Fazeli, Bloomberg Intelligence, Director of Research for Global Industries and Senior Pharmaceuticals, discusses Pfizer earnings. Patrick Clark, Bloomberg Real Estate Reporter, talks about why real estate may be facing a reckoning in 2025. Jody Lurie, Bloombe…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Wendy Schiller, Professor at Brown University, joins to discuss the latest on the potential for a government shutdown. Christopher Smart, Managing Partner at Arbroath Group, and former Special Assistant to the President for International Economics, discusses the impact of a poten…
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The Republican-led House rejected a temporary funding plan backed by President-elect Donald Trump on Thursday with just over 24 hours to go before a US government shutdown, capping an extraordinary two days in Washington that tested the limits of the incoming president’s power. For instant reaction and analysis, host Doug Krizner spoke with Bloombe…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Henrietta Treyz, Managing Partner and Director of Economic Policy at Veda Partners, discusses the possibility of a government shutdown. David Kudla, Founder, CEO, and Chief Investment Strategist at Mainstay Capital Management, discusses his outlook for the markets. Nathan Dean, B…
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What does it mean for content creators to “go onchain?” We’ll learn how this movement to take financial power back from closed-off social media platforms could give creators a kind of freedom that they’ve struggled to hold onto for centuries. This episode is sponsored by Coinbase. See omnystudio.com/listener for privacy information.…
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Bloomberg's Tom Keene, Jonathan Ferro and Lisa Abramowicz discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance as the Fed lowered interest rates for a third time, but reined in the number of cuts they expect in 2025. See omnystudio.com/listener for privacy in…
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