Description
With equities in a fundamental rotation and being shaken by economic surprises, the market may be searching for new sector leadership. On this episode of the Inside Active podcast, host David Cohne, mutual fund and active analyst with Bloomberg Intelligence, along with co-host Gina Martin Adams, BI’s chief equity strategist, spoke with JPMorgan Asset Management’s portfolio manager Felise Agranoff, co-portfolio manager for JPMorgan Active Growth ETF (JGRO) about investing in quality companies with strong and sustainable competitive advantages and best-in-class management teams. They also discussed JPMorgan’s approach to assessing underappreciated growth opportunities, as well as the differences in researching mid-cap and large-cap funds.
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After the results of the US election were announced, the Russell 2000 index broke out of its 2024 range and approached all-time highs. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Michael Casper, BI’s...
Published 11/18/24
Profitable companies tend to perform well among small caps, as evidenced by the Bloomberg MVP small-cap portfolio, which returned 11.9% annualized in a backtest run from 1999 to September 2024. On this episode of Inside Active, host David Cohne, mutual fund and active management analyst with...
Published 11/12/24