US Treasuries to Bond Market Portfolio With P...

'At The Money', Barry speaks with Rob Arnott, founder of Research Affiliates (RAFI). They discuss how cap weighted indexes have come to dominate ETFs, and why investors should consider a strategy based on fundamental weightings, such as profits or revenue growth. Each week, “At t ...  Show more

Barry speaks with Jean-Philippe Bouchaud, chairman of Capital Fund Management, or CFM. Bouchaud founded 'Science and Finance' in 1994, which merged with CFM in 2000. They discuss some of Bouchaud's research into what drives markets from a quantitative perspective.See omnystudio.c ...  Show more

After a turbulent couple of months with significant spread widening and subsequent tightening, corporate bonds may remain under threat through year-end. In this episode of Inside Active, Bloomberg Intelligence’s mutual fund and active management analyst David Cohne and corporate ...  Show more

Amid global market volatility and potential economic shifts, understanding inflation's impact on bond markets is pivotal for informed investing. This episode delves further into this topic with a focus on developed markets such as the U.S. and Eurozone, exploring the potential pa ...  Show more

In this episode, Nicolai Tangen talks to David Solomon, CEO of Goldman Sachs. They discuss the highly competitive financial services industry and how to attract the best talents and give their view on the equity market. They also discuss culture, leadership, inflation and ...

Financial services firms are facing one of the most constructive backdrops in years, helped by a steepening yield curve, an expected recovery in the capital markets, and a potential easing of regulations under a second Trump administration, say Goldman Sachs Research’s Richard Ra ...  Show more