The Stock Picking Philosophy to Find the Next...

'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

Financial stocks could see better earnings growth this quarter than analysts’ consensus, according to Bloomberg Intelligence’s macro model. In this episode of the Inside Active podcast, host David Cohne, BI mutual fund and active management analyst, along with co-host Gina Martin ...  Show more

Recent quarterly results from Japanese companies came out better than expected, with quarterly year-over-year growth of around 26%. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Lauren ...  Show more

ETFs are at the center of how investors are navigating today’s rapidly changing markets. From active ETFs to thematic strategies around megaforces like artificial intelligence and infrastructure, innovation in exchange-traded funds is reshaping how portfolios are bui ...

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