Bloomberg
Tracing the Roots of Passive Investing Back to Medieval Italy
Feb.13 -- Investors now have more money in large-cap equity funds tracking indexes than in actively run funds of the same type. The lines crossed in the fourth quarter, according to data from Morningstar Inc. Passive mutual funds,...
Bloomberg
Investors Don't Appreciate Market Risks, Spitznagel Says
Mark Spitznagel, the founder and chief investment officer at Universa Investments, sees "a profound lack of appreciation for how dangerous the market is" and discusses risk mitigation in a volatile market. He speaks with Bloomberg's Erik...
Bloomberg
Shell CEO: Returning to Shareholders Is Priority for 2022
Ben van Beurden, chief executive officer at Shell Oil Co., discusses earnings, cash flows and investing in renewables. He speaks on "Bloomberg Markets: European Open."
Bloomberg
Kayne Anderson Rudnick's Biel on Markets
Julie Biel, Portfolio Manager and Senior Research Analyst at Kayne Anderson Rudnick, discusses her outlook for markets and investment strategy. She speaks with Shery Ahn and Haidi Stroud-Watts on "Bloomberg Daybreak: Australia".
Bloomberg
Monchau: US Recession Risk Rising
Charles-Henry Monchau, Banque Syz, CIO discusses his views on rising inflation and his asset allocation strategy. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Calstrs' CIO Sees 'Frothy' Current Valuations in Real Estate, Long-Term Gains
Nov.05 -- Christopher Ailman, chief investment officer of the California State Teachers’ Retirement System (CalSTRS), talks with Bloomberg's Lisa Abramowicz on "Bloomberg Money Undercover" about the allocation to private assets in...
Bloomberg
Rob Arnott on Why Active Managers Fail
Apr.09 -- Research Affiliates CEO Rob Arnott says the effect of positive skewness on money manager performance is often overlooked in the debate over passive versus active investing. He speaks to Bloomberg's Oliver Renick.
Bloomberg
Notable Factor Moves This Week
Gina Martin Adams of Bloomberg Intelligence takes us through this week's factor movements.
Bloomberg
Core Bond Funds 'Quite Positive' in Medium Term: Pimco's Balls
Andrew Balls, CIO for global fixed income at Pacific Investment Management Co. (Pimco), sees "very, very interesting return potential over the next coming year" for core bond funds. He speaks with Francine Lacqua on "Bloomberg...
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
Where to Go for Non-Correlated Returns
April 12 -- First Eagle Investment Head of Global Value Matthew McLennan discusses his investment thoughts. He speaks on "Bloomberg ‹GO›."
Bloomberg
Why DPDHL's CFO Focuses On Cash Flow
Since Melanie Kreis became CFO in 2016, logistics giant Deutsche Post DHL Group has significantly improved cash flow and increased CapEx. Kreis and CEO Frank Appel discuss the company's plans to deploy capital with Tom Mackenzie on...
Bloomberg
Covid Causing Bifurcation in Commercial Real Estate, Terra Capital CEO Says
May.28 -- Terra Capital Chief Executive Officer Vik Uppal says the impact of the Covid-19 pandemic has caused "massive" challenges in the commercial real estate market and adds that there hasn't been a wave of defaults yet. He speaks...
Bloomberg
The Thirst for Yield Hits ETFs
Sep.12 -- Investors are piling into a fund focused on long-duration Treasury bonds amid bets that interest rates on short-term U.S. debt will stay low. The iShares 20+ Year Treasury Bond ETF, known as TLT, took in $1.6 billion last week,...
Bloomberg
Apollo Co-Founder Says Sports Deals Fun, Help Communities
Feb.14 -- Josh Harris, Apollo Global Management co-founder, discusses his approach to sports deals with Bloomberg's Jason Kelly at the Bloomberg Sports Business Summit in New York.
Bloomberg
'Bloomberg Real Yield': BlackRock's Jeffrey Rosenberg
Sep.25 -- Jeffrey Rosenberg, senior portfolio manager at BlackRock, discusses Treasuries, the credit market, and managing risk. He speaks with Bloomberg's Jonathan Ferro on "Bloomberg Real Yield."
Bloomberg
'Moneyball' Makes Its Way to ETFs With 'ALFA'
Feb.20 -- Maz Jadallah, AlphaClone chief executive officer, talks with Bloomberg’s Taylor Riggs about replicating active hedge fund positions in his ETF, "ALFA."
Bloomberg
Edward Jones' Mahajan Sees 8%-9% Earnings Growth in 2022
Mona Mahajan, senior investment strategist at Edward Jones, says she sees "positive signs" for U.S. equity markets due to the lack of negative corporate earnings revisions. "We'll get moderation but we're still looking at 8 to 9 percent...
Bloomberg
Is Hot Inflation Fully Priced?
Alix Steel and Guy Johnson, the hosts of "Bloomberg Markets: America" have picked their question of the day: Is hot inflation fully priced? That is the question they posed to Rebecca Patterson, Bridgewater Associates Director of...
Bloomberg
Current Account Deficit Putting Pressure on Rupee, Says State Bank of India's Kumar
Oct.12 -- Rajnish Kumar, chairman of State Bank of India, discusses his outlook for the rupee, monetary policy, IL&FS crisis, India's credit market, tighter regulations and his outlook for India's economy. He speaks exclusively on...
Bloomberg
Duke Energy Looks to Sell $4 Billion Renewable Unit
Utility giant Duke Energy Corp. is planning to spin off its $4 billion US solar and wind portfolio in what would be one of the nation's biggest renewable sales ever. CEO Lynn Good speaks to Bloomberg's Guy Johnson about the potential deal.
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
Indorama's CEO on Growth, Acquisitions, China Strategy
Nov.15 -- Aloke Lohia, chief executive officer at Indorama Ventures Group, discusses the state of his business, where he's seeing growth, his acquisition plan, his China strategy and the trends he's seeing in plastics. He speaks on...
Bloomberg
Malkiel Says He Believes in the 'Blindfolded Monkey' Investor More Than Ever
Jan.09 -- Burton Malkiel, author of "A Random Walk Down Wall Street," talks with Bloomberg’s Scarlet Fu about the outperformance of passive versus active funds, his famous "blindfolded monkey" comparison to expert investors and the low...