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Inside Active by Bloomberg Intelligence
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Inside Active by Bloomberg Intelligence

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Episodes (59)

  • Sep 02, 2026 — Inflation investing is often associated with commodities and real assets, but benefiting from rising prices can depend as much on a company’s business model as the assets it owns. In this episode of Inside Active, host David Cohne, mutual-fund and...

    Horizon’s Davolos on True Inflation Beneficiaries
  • Aug 25, 2026 — Europe’s active ETF market is expanding rapidly, but rising product launches don’t necessarily signal broad investor adoption. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence,...

    Bloomberg’s Jim on Europe’s Active ETF Outlook
  • Aug 18, 2026 — As investors increasingly focus on managing risk, generating income and achieving specific portfolio outcomes, the definition of successful active management is expanding beyond simply outperforming a benchmark. In this episode of the Inside Active...

    GSAM’s Lake, Innovator’s Day on Active Outcomes
  • Aug 11, 2026 — Value investing often means looking past near-term problems to determine whether a company is temporarily impaired or permanently damaged. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg...

    No transcript available.

    Moerus’ Wadhwaney on Asset-Based Value Investing
  • Aug 05, 2026 — Selecting active managers has always been one of investing’s greatest challenges, in part because strong performance doesn’t always reflect repeatable skill. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst...

    Michael Ervolini on Separating Skill From Luck
  • Jul 30, 2026 — Investing often comes down to making forecasts about an uncertain future, but some businesses are inherently more predictable than others. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg...

    Rainwater’s Shaposhnik on Predictable Businesses
  • Jul 21, 2026 — Active ETFs have become one of the fastest-growing segments of the investment industry, but their evolution in Asia Pacific is unfolding very differently than in the US. In this episode of Inside Active, host David Cohne, mutual fund and active...

    JPMorgan’s El-Asmar on Active ETF Growth in APAC
  • Jul 14, 2026 — As companies remain private longer, investors increasingly need new ways to access growth that once occurred in the public markets. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence,...

    Liberty Street’s Moss on Private Company Research
  • Jul 07, 2026 — As option-based income ETFs move deeper into adviser portfolios, product design and implementation are becoming just as important as the income they seek to deliver. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active...

    NEOS’ Mathews on the Evolution of Option ETFs
  • Jun 30, 2026 — Option-income ETFs have become one of the fastest-growing segments of the ETF market, but headline yields often obscure meaningful differences in portfolio construction, risk profile and objectives. In this episode of Inside Active, host David Cohne,...

    Invesco’s Burrello on Option Income Trade-Offs
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