Bloomberg
Active vs. Passive Management in Uncertain Markets
Jan.06 -- John Linehan, portfolio manager at T. Rowe Price, makes the case for active managers in uncertain markets under President-elect Donald Trump. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Will There Always Be a Place for Active Investing?
Nov. 11 -- Onur Erzan, McKinsey & Co. senior partner, discusses active versus passive investing. He speaks with Bloomberg's David Gura on "Bloomberg Markets."
Bloomberg
How WisdomTree ETFs Are Shaking Up Fixed Income
Jul.11 -- Kevin Flanagan is a senior fixed-income strategist at WisdomTree, which has been a pioneer in factor-based investing. Now the firm is applying those abilities to fixed income. Flanagan joins Bloomberg's Julie Hyman to discuss...
Bloomberg
State of Illinois Pulls $2.4 Billion From Active Managers
Nov. 18 -- Marc Levine, chairman at Illinois State Board of Investment, explains his investment strategy as the board chose to pull $2.4 billion of funds from active managers. He speaks on "Bloomberg Markets."
Bloomberg
What's New for ETF Investors?
Dec.02 -- Bloomberg Intelligence's Eric Balchunas and Bloomberg's Julie Hyman examine the main takeaways for investors from Bloomberg's ETF conference. They speak on "Bloomberg Markets."
Bloomberg
Could Smart-Beta Outperform in a Falling Market?
Feb.28 -- Vitali Kalesnik, director of research for Europe at Research Affiliates, and Bloomberg Intelligence's Athanasios Psarofagis discuss smart-beta investing. They speak with Bloomberg’s Francine Lacqua on "Bloomberg ETF IQ Europe."
Bloomberg
When Passive Investors Become Active
Feb.21 -- Can passive investors become active? This question takes center stage after Bloomberg reported that the state pension plan for Florida Teachers held 41,129 shares in American Outdoor Brands Co. valued at more than a...
Bloomberg
Man Group CEO Sees Life Very Difficult for Hedge Funds
Feb.15 -- Luke Ellis, chief executive officer at Man Group, discusses the new realities facing the hedge fund industry, the need to adjust fees to lower volatility, and his view that more than 30 percent of funds will close by 2030. He...
Bloomberg
Stadion's McGough Says the Fee Wars in ETFs Are 'Tough'
Aug.29 -- Will McGough, senior portfolio manager at Stadion Money Management, joins Bloomberg's Taylor Riggs to discuss active versus passive investing, fee wars in the ETF industry and the increasing prominence of ETFs.
Bloomberg
Passive Gets Active With Gunmakers
Feb.28 -- State Street plans to engage with weapons manufacturers following the school shooting in Florida, the latest big investment firm to stake out that position. Passive funds, or those that track indices, own about 25 percent of...
Bloomberg
In Search of Yield: Active Versus Passive Investing
Sept. 22 -- Mark Wiedman, BlackRock's global head of iShares, discusses the role of ETFs in portfolios with Bloomberg's Erik Schatzker at BlackRock's Annual iShares Fixed Income Leaders Circle in New York.
Bloomberg
Active-Manager Revenge Gains Steam as Funds Thrash Benchmarks
Feb.27 -- Two months into 2019, more than half of mutual funds have beat benchmarks, a rate that if sustained would mark the industry’s best year in a decade, data compiled by Goldman Sachs showed. Bob Doll, Nuveen Asset Management...
Bloomberg
Vanguard, BlackRock Lead Rise of Passive Ownership
Feb.10 -- Bloomberg Intelligence’s Eric Balchunas discusses index funds and the rise of passive investing. He speaks with Julie Hyman on “Bloomberg Markets.â€
Bloomberg
Russell Investments Believes in Active Investing, CEO Says
Oct.02 -- Michelle Seitz, Russell Investments chief executive officer, discusses the firm's investment strategy with Bloomberg's Alix Steel on "Bloomberg Markets: The Close."
Bloomberg
Why Passive Investing Is Worse for Society Than Marxism
Aug. 26 -- The rise of passive asset management threatens to fundamentally undermine the entire system of capitalism and market mechanisms that facilitate an increase in the general welfare, according to analysts at research and...
Bloomberg
Earnings, M&A, and What’s Next for Asset Managers
Oct. 19 -- Craig Siegenthaler, senior equity research analyst at Credit Suisse, looks into earnings expectations for asset managers and what’s coming next for the sector. He speaks on "Bloomberg Daybreak: Americas."
Bloomberg
Schwab's Sonders Sees a Pickup in Investor Nervousness
Liz Ann Sonders, chief investment strategist at Charles Schwab, says the firm is seeing an "expression of concern" from investors and discusses the state of active and passive investing on "Bloomberg Surveillance."
Bloomberg
How ETF Investors Are Hedging for Rising Inflation
Feb.14 -- U.S. consumer prices rose by more than projected in January as apparel costs jumped the most in nearly three decades. Nate Geraci, president of The ETF Store and the first investment adviser to offer only ETFs, sits down with...
Bloomberg
Ex-Goldman Star Trader Pivots to the Red-Hot ETF Industry
May.15 -- Nancy Davis, managing partner and chief investment officer at Quadratic Capital Management, talks with Bloomberg's Scarlet Fu about the firm’s new ETF, the Quadratic Interest Rate Volatility and Inflation Hedge (ticker: IVOL),...
Bloomberg
AB Brings Impact Investing to the Municipal Bond Market
Feb.20 -- Eric Glass, Muni Impact Fund portfolio manager at AB, discusses the goals of his fund's approach to impact investing in municipal bonds. He speaks with Bloomberg's Taylor Riggs in this week's "Muni Moment" on "Bloomberg Markets."
Bloomberg
ETF Flows Show a 'Regime Change' Amid the Volatility
Dec.05 -- Ned Davis Research puts markets into eight big asset classes — everything from bonds to U.S. and international stocks to commodities. And not a single one of them is on track to post a return this year of more than 5 percent, a...
Bloomberg
McKinsey Warns Asset Managers About the Rise of Passive
Nov.27 -- McKinsey & Co. offered a warning to asset managers that the ongoing investor shift from active to passive funds is poised to continue in 2020. Bloomberg’s Sarah Ponczek reports on "Bloomberg Daybreak: Americas."