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Artwork for Inside Active by Bloomberg Intelligence

Inside Active by Bloomberg Intelligence

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Active Management
S&P 500
Investment Strategies
Fixed Income
Value Investing
Artificial Intelligence
Market Trends
Russell 2000
China
Quality Factors
Financial Sector
Technology Sector
Profitability
Emerging Markets
Active Etfs
Earnings Growth
Tariffs
Corporate Governance
GMO US Quality ETF
Cannabis

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.

PublishesWeeklyEpisodes70Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Inside Active by Bloomberg Intelligence

Latest Episodes

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 Davi... more

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 an... more

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 Co... more

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 Cohn... more

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Recent Guests

Noah Wise
Senior Portfolio Manager and Head of Global Macro Strategy for the Plus Fixed Income team at Allspring Global Investments
Allspring Global Investments
Episode: Allspring’s Wise on Passive Bond Fund Risks
Tom Coutts
Portfolio Manager, Baillie Gifford
Baillie Gifford
Episode: Baillie Gifford’s Coutts, Burns Look Beyond US
Lawrence Burns
Portfolio Manager, Baillie Gifford
Baillie Gifford
Episode: Baillie Gifford’s Coutts, Burns Look Beyond US
Paul Cavazos
Senior Vice President and Chief Investment Officer
American Beacon Advisors
Episode: American Beacon’s Cavazos on Durable Managers
Will Thomson
Founder and Managing Partner, Massif Capital LLC
Massif Capital LLC
Episode: Massif Capital’s Thomson on Real-Asset Equities
Anna Paglia
Executive Vice President and Chief Business Officer for State Street Investment Management
State Street Investment Management
Episode: State Street’s Paglia on Performance and Scale
Ankur Crawford
Executive vice president and portfolio manager for Alger (Alger Focused Equity Fund and Alger Concentrated Equity ETF)
Alger
Episode: Alger’s Crawford on Finding Durable Growth
Jeff Shen
Co-CIO of Systematic Active Equity at BlackRock
BlackRock
Episode: BlackRock’s Jeff Shen on Systematic Edge and AI
Dom Rizzo
Portfolio manager for the T. Rowe Price Global Technology Fund and the T. Rowe Price Technology ETF
T. Rowe Price
Episode: T. Rowe’s Rizzo on Finding Technology Winners

Host

David Cohne
Host of Inside Active

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#66
Hong Kong/Business/Investing
Apple Podcasts
#169
Hong Kong/Business
Apple Podcasts
#204
Mexico/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Baillie Gifford’s Coutts, Burns Look Beyond US
Q: What does your day-to-day research process look like when evaluating a new company?
A global, immersive process where investors interact with management, competitors, suppliers, and regulators to build a rich picture, then bring those inputs back to Edinburgh to triangulate insights and craft an investment thesis.
Baillie Gifford’s Coutts, Burns Look Beyond US
Q: How would you describe Baillie Gifford's investment philosophy and what sits at the heart of it?
The firm emphasizes long-term ownership, client alignment, and a philosophy of patience, boldness, and curiosity to find outlier companies that can deliver durable returns over 5–10 years, supported by strong behavioral edges and a proprietary network of insights.
Allspring’s Wise on Passive Bond Fund Risks
Q: How does the mismatch between borrowers and lenders create opportunities for active managers?
Borrowers seek long-term, low-cost financing while lenders want flexibility and shorter maturities with higher income; this divergence creates mispricings in the fixed income universe that active managers can navigate by selecting securities and managing exposures beyond what passive benchmarks capture.
Allspring’s Wise on Passive Bond Fund Risks
Q: Why does active management matter more in bonds than in stocks, in simple terms?
The cost-benefit is different: bond benchmarks are driven by issuance and interest-rate dynamics, not by market-cap growth, so active managers can capture mispricings and flexibility—like adjusting duration and sector exposures—at a relatively low cost, offering better risk-adjusted returns over time.
Allspring’s Wise on Passive Bond Fund Risks
Q: What do you think most investors misunderstand about passive bond investing?
Investors often apply an equity-based framework to fixed income, mistakenly focusing on traditional risk measures and benchmark thinking, when in bonds the benchmark is tied to issuance patterns and debt totals rather than market-cap style dominance; this leads to mispricing opportunities that active managers can exploit.

Audience Metrics

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Frequently Asked Questions About Inside Active by Bloomberg Intelligence

What is Inside Active by Bloomberg Intelligence about and what kind of topics does it cover?

The show leans into active management across both ETFs and mutual funds, with frequent explorations of how active strategies interact with transparency, liquidity, and market structure. Episodes spotlight how active investing can coexist with passive vehicles, the role of AI and data in portfolio construction, and the evolving product landscape—from ETFs and direct indexing to model portfolios and private markets. Notable themes include scalability of active strategies, the importance of rigorous research and discipline, and practical frameworks for evaluating growth, value, and megatrends in a fast-changing market. The lineup often features veteran asset managers and Bloomberg Intelligence analysts who discuss game-changing ideas, market s... more

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Which podcasts are similar to Inside Active by Bloomberg Intelligence?

These podcasts share a similar audience with Inside Active by Bloomberg Intelligence:

1. Excess Returns
2. The Meb Faber Show - Better Investing
3. Value Investing with Legends
4. Yet Another Value Podcast
5. Capital Allocators – Inside the Institutional Investment Industry

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Inside Active by Bloomberg Intelligence launched 2 years ago and published 70 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Inside Active by Bloomberg Intelligence?

Recent guests on Inside Active by Bloomberg Intelligence include:

1. Noah Wise
2. Tom Coutts
3. Lawrence Burns
4. Paul Cavazos
5. Will Thomson
6. Anna Paglia
7. Ankur Crawford
8. Jeff Shen

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