Orbis’ Forster on Importance of Intrinsic Val...

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 Intelligence, speaks with Joseph S ...  Show more

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 management analyst at Bloomberg Int ...  Show more

While over the past decade developed market equities have overwhelmingly lagged behind their U.S. counterparts, the case for international markets still exists, with Japan and Europe offering attractive investment opportunities. On this episode, David Lebovitz is joined by Tim Wo ...  Show more

In this episode, join host David Lebowitz, Global Market Strategist, and special guest Gabriela Santos, Chief Market Strategist for the Americas, as they delve into the optimistic outlook for global markets. Discover how AI, economic growth, and inflation dynamics are shaping inv ...  Show more

US stocks have rebounded since the sweeping tariffs announced on "Liberation Day,” but what does this mean for investors? In Goldman Sachs Exchanges, Goldman Sachs’ David Kostin, chief US equity strategist, and Padi Raphael, global co-head of the Third Party Wealth Management in ...  Show more

Recent trends have shown international equities performing as well, if not better, than their U.S. counterparts. David Lebovitz, Global Market Strategist, Anjali Balani, Investment Specialist, International Equity Group and Tim Morris, Investment Specialist, Emerging Market and A ...  Show more