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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
 
In this bonus episode from Bloomberg Daybreak, hosts Nathan Hager and Karen Moskow examine the emergence of DeepSeek. The Chinese artificial intelligence startup is rocking global technology stocks, raising questions over America’s technological dominance. Buzz grew over the weekend about DeepSeek’s latest AI model being cost-effective while runnin…
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In the latter half of 2024, the healthcare sector underperformed the rest of the European market due to uncertainty related to potential policies of the new Trump administration and mixed news on pharmaceutical companies. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, recaps Netflix earnings. Todd Gillespie, Bloomberg Finance Reporter, discusses staffing moves at Goldman Sachs. Anurag Rana, Bloomberg Intelligence Technology Analyst, talks about SoftBank joining Op…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Joanne Hsu, University of Michigan Surveys of Consumers Director, discusses Friday's UMich data. Barry Ritholtz, Founder of Ritholtz Wealth Management and Host of “Masters in Business,” discusses the latest on the markets. Gautam Mukunda, Executive Fellow at the Yale School of Ma…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Nick Wadhams, Bloomberg National Security Team Leader, discusses Donald Trump’s Davos speech. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S eco data. Ayesha Kiani, Chief Operating Officer of MNNC Group, discusses crypto under a Donald Tr…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ros Mathieson, Bloomberg News Director for Europe, the Middle East and Africa, discusses John Micklethwait’s interview with Ukraine President Volodymyr Zelenskiy. Wendy Schiller, Professor at Brown University, joins to discuss week one under a new Trump administration. David Kudl…
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Netflix closed 2024 with its biggest quarterly subscriber gain in history, benefiting from its first major live sporting events and the return of Squid Game.The company added 18.9 million customers in the fourth quarter, according to a shareholder letter Tuesday. That was more than double what Wall Street expected and brought global subscribers at …
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Brendan Murray, Bloomberg Global Trade Editor, discusses Donald Trump’s looming tariffs. Christopher Smart, Managing Partner at Arbroath Group, discusses day one of the new Trump administration. Jennifer Lawless, Professor at University of Virginia, talks about the political impa…
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Watch Joe and Kailey LIVE every day on YouTube: http://bit.ly/3vTiACF. Bloomberg Washington Correspondents Joe Mathieu and Kailey Leinz deliver insight and analysis on the inauguration of President Donald Trump. On this edition, Joe and Kailey speak with: Former-Trump Energy Secretary Dan Brouillette Lindsay Chervinsky, Executive Director of the Ge…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. On this podcast: Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Geetha Ranganathan, Bloomberg Intelligence Analyst on US Media, discusses Disney, Fox, and Warner Brothers scrapping a Venu Sports streaming plan…
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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, and Matthew Schettenhelm, Bloomberg Intelligence Media Litigation Analyst, discuss the Supreme Court upholding a law that threatens a U.S TikTok ban. Steve Sosnick, Chief Strategist at Interactive Brokers, d…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Ethan Bronner, Bloomberg News Israel Bureau Chief, discusses Israel accusing Hamas of putting ceasefire deal at risk. Michael McKee, Bloomberg International Economics and Policy Correspondent, discusses U.S economic data. Alison Williams, Bloomberg Intelligence Senior Analyst, Gl…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. William Lee, Chief Economist at the Milken Institute, discusses U.S CPI data. Alison Williams, Bloomberg Intelligence Senior Analyst, Global Banks and Asset Managers, discusses U.S bank earnings. Lauren Saidel-Baker, Economist at ITR Economics and Michael McKee, Bloomberg Interna…
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Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. A special edition of Bloomberg Surveillance hosted by Tom Keene & David Gura, January 14th, 2025 Featuring: Terry Haines, Founder at Pangea Policy Gautam Mukunda, professor at Yale School of Management Christopher Smart, Managing Partner at Arbroath Group, and former Special Assis…
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Watch Alix and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF. Will Wade, Bloomberg Energy and Climate Reporter, discusses the latest on the LA wildfires. Kim Forrest, Founder and CIO of Bokeh Capital Partners, discusses her outlook for the markets. Guarav Mallik, Chief Investment Officer at Pallas Capital Advisors, discusses his outlook for…
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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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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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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. 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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