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Bloomberg
Finding Value Through Sustainability
June 14 -- Jon Hale, Morningstar's head of sustainability research, discusses the benefits of sustainable investing. He speaks with Bloomberg's Vonnie Quinn at the 2016 Morningstar Investment Conference in Chicago.
Bloomberg
How ETFs Use 'Heartbeat' Trades to Wash Away Taxes
Mar.29 -- Bloomberg’s Rachel Evans and Zach Mider discusses tax loopholes that ETFs depend on. They speak with Lisa Abramowicz and Alix Steel on "Bloomberg Daybreak: Americas."
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
CalSTRS Ailman on California's New Fee Disclosure Law
Oct. 19 -- Chris Ailman, chief investment officer at CalSTRS, weighs in on the new California fee disclosure law. He speaks on "Bloomberg Markets."
Bloomberg
An ETF With the Entrepreneurial Spirit...Minus Tesla
Sep.12 -- Bloomberg's Eric Balchunas and Scarlet Fu break down the ERShares Entrepreneur 30 ETF (ticker: ENTR ) and discuss the fund with Joel Shulman, founder of Entrepreneur Shares and professor at Babson College.
Bloomberg
Difficult for Fed to Avoid Bond Taper Tantrum: Dudley
Feb.03 -- Former Federal Reserve Bank of New York President William Dudley, a Bloomberg Opinion columnist, doesn't expect the Fed to act until late 2021 or early 2022. He speaks on "Bloomberg Surveillance." Dudley's opinions are his own.
Bloomberg
Dimentional's O'Reilly on Fund Inflows, Conversions
Gerard O'Reilly, Dimensional Fund Advisors co-CEO and CIO, discusses inflow trends and mutual fund conversions into ETFs with Matt Miller and Katie Greifeld on "Bloomberg Markets." Bloomberg Intelligence ETF Analyst Eric Balchunas also...
Bloomberg
Franklin Templeton Uses Its 'Secret Sauce' in Creating ETFs
Apr.03 -- Bloomberg's Eric Balchunas and Scarlet Fu break down the Franklin LibertyQ U.S. Equity ETF (ticker: FLQL) with Dina Ting, head of global index portfolio management at Franklin Templeton, which manages the fund.
Bloomberg
GROW Investment Group William Ma on Lockdown Impact
GROW Investment Group CIO William Ma says China fund manager sentiment has changed due to Covid and lockdown in Shanghai. Ma tells us he rebalanced the portfolio from heavy weight domestic consumption to policy supportive infrastructure....
Bloomberg
Pimcos ETF Probe Is Said Separate From Broader SEC Sweep
Sept. 25 -- The U.S. regulatory probe into Bill Grosss Pimco Total Return ETF is separate from a broader scrutiny of disclosure in the exchange-traded fund industry, according to a person familiar with the matter. Bloomberg's Eric...
Curated Video
WRAP Markets reel amid alarm over world's financial system ADDS France
Taipei, Taiwan - 15 September 2008
1. Various of investors sitting in front of monitors showing Taiwan's stock
index
2. Monitor showing Taiwan's s
tock index
3....
1. Various of investors sitting in front of monitors showing Taiwan's stock
index
2. Monitor showing Taiwan's s
tock index
3....
Bloomberg
Grosss Pimco Total Return ETF Draws SEC Scrutiny: WSJ
Sept. 24 -- Bill Grosss Pimco Total Return ETF is being investigated by the U.S. Securities and Exchange Commission over whether it artificially inflated asset prices to boost returns, according to the Wall Street Journal. Bloomberg's...
Bloomberg
ETFs Shed Light on Retreat From Hedge Funds
May 13 -- Bloomberg Intelligence's Eric Balchunas and Bloomberg's Julie Hyman examine what ETFs are revealing about outflows from hedge funds and the success of Vanguard and Schwab ETFs. They speak on "Bloomberg Markets."
Bloomberg
EPFR's Brandt on Macro Markets, Strategy
Cameron Brandt, Director of Research at EPFR, discusses his macro outlook for markets and strategy. He speaks with Paul Allen and Shery Ahn on "Daybreak Australia".
Bloomberg
Why Its Been a Tough Year for Hedge Fund Managers
Nov. 24 -- Bloomberg's Mike Regan discusses hedge fund managers with Julie Hyman on ""Street Smart."" (Source: Bloomberg)
Bloomberg
'Passive Revolution': Does It Live Up to the Hype?
Sep.05 -- Bloomberg Opinion columnist Matt Levine talks with Scarlet Fu about the rise of ETF products, the liquidity of high-yield ETFs and human versus computer investing.
Bloomberg
Blackstone Handicapped Ourselves With Corporate Form, Schwarzman Says
Apr.18 -- Stephen Schwarzman, chairman and chief executive officer at Blackstone, explains the firm's decision to convert to a corporation. He speaks with Bloomberg's Jason Kelly on "Bloomberg Daybreak: Americas."
Bloomberg
El-Erian Sees Fed 'Tapping Brakes' Amid Ukraine Crisis
Mohamed El-Erian, a Bloomberg Opinion columnist, advises investors to keep a close eye on flows and sees the Federal Reserve "tapping the brakes" amid the Russian invasion of Ukraine. He speaks with Bloomberg's Jonathan Ferro on...
Bloomberg
How the ETF Industry Reacted to This Week's Volatility
May.08 -- Phil Bak, founder and CEO of Exponential ETFs, talks with Bloomberg's Scarlet Fu, Eric Balchunas and Annie Massa about how ETFs reacted to this week's volatility in the markets, 'heartbeat trades' in Vanguard funds and...
Bloomberg
Bloomberg Intelligence Presents: Five ETFs to Watch
Jan.27 -- Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence presents his latest findings on ETFs to watch in 2021.
Curated Video
WRAP Markets reel amid alarm over world's financial system; Taiwan, India ADDS Germany
Taipei, Taiwan - 15 September 2008
1. Various of investors sitting in front of monitors showing Taiwan's stock
index
2. Monitor showing Taiwan's s
tock index
3. Figures...
1. Various of investors sitting in front of monitors showing Taiwan's stock
index
2. Monitor showing Taiwan's s
tock index
3. Figures...
Bloomberg
ETFS Are Instruments of Active Returns: BlackRock's Senra
Dec.23 -- Noel Archard, global head of SPDR product at State Street Global Advisors, Richard Powers, head of ETF product management at Vanguard, and Armando Senra, head of iShares Americas at BlackRock, talks with Bloomberg’s Scarlet Fu...
Bloomberg
Bloomberg Intelligence Presents: Institutional ETF Outlook
Oct.05 -- Eric Balchunas, Senior ETF Analyst, Bloomberg Intelligence gives his outlook on the ETF markets at the Bloomberg Invest Global Summit.
Bloomberg
The ETF Winners in the Pimco Derby
Oct. 3 -- Bloomberg's Eric Balchunas discusses the fixed-income ETFs benefiting from Bill Gross's departure from Pimco. He speaks with Matt Miller on Bottom Line. (Source: Bloomberg)