Inside Active by Bloomberg Intelligence
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Inside Active by Bloomberg Intelligence

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Episodes (50)

  • 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
  • Jun 23, 2026 — The rapid growth of active ETFs is pushing traditional and boutique managers to adapt mutual-fund strategies into ETF wrappers without compromising their investment identity. In this episode of Inside Active, host David Cohne, mutual fund and active...

    Baron’s Matt Camuso on Bringing Active to ETFs
  • Jun 16, 2026 — Growth investing has faced no shortage of challenges over the past decade, from shifting interest-rate regimes and benchmark concentration, to the rise of AI and unprecedented flows into passive strategies. In this episode of Inside Active, host David...

    Morgan Stanley’s Rogers on Consistent Growth
  • Jun 09, 2026 — Over the past decade, passive investing has reshaped much of the investment landscape, but fixed income presents a different set of challenges and opportunities. In this episode of Inside Active, host David Cohne, mutual fund and active-management...

    Allspring’s Wise on Passive Bond Fund Risks
  • Jun 02, 2026 — Europe and Japan’s earnings outlooks have improved, with double-digit growth expectations, though upgrades are concentrated in technology and energy, while inflation pressures could weigh on valuations. In this episode of Inside Active, host David...

    Baillie Gifford’s Coutts, Burns Look Beyond US
  • May 26, 2026 — As investors gain access to an expanding universe of active strategies and investment structures, distinguishing durable investment skill from short-term performance has become increasingly important. In this episode of Inside Active, host David Cohne,...

    American Beacon’s Cavazos on Durable Managers
  • May 19, 2026 — Shifting geopolitical risks, growing AI-driven power demand and consolidation across global energy markets are reshaping investment opportunities in oil, natural gas and real assets. In this episode of Inside Active, host David Cohne, mutual fund and...

    Massif Capital’s Thomson on Real-Asset Equities
  • May 12, 2026 — Over the past decade, expanded market access through ETFs and new structures has raised questions about capacity, outcomes and what it means for active management. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active...

    State Street’s Paglia on Performance and Scale
  • May 05, 2026 — Markets have recently been driven by a narrow set of AI-linked winners, but as these trends become widely recognized, the challenge is identifying what opportunities remain and what is already priced in. In this episode of Inside Active, host David...

    Alger’s Crawford on Finding Durable Growth
  • Apr 28, 2026 — Over the past decade, passive investing has dominated flows and performance, but the rapid growth of ETFs and evolving market dynamics are blurring the line between active and passive. In this episode of Inside Active, host David Cohne, mutual fund and...

    Avantis’ McInnis on Active vs. Passive Spectrum
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