I'll be at the ICI #ICIETF conference next week in Nashville. If you're attending and want to connect reach out.

87% of Vanguard's active taxable-bond mutual funds beat their benchmarks over the past five years, but saw $9 billion in outflows, making the firm's pivot to active ETFs timely. #Vanguard #MutualFunds #ETF Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In the latest episode of Inside Active, Marvin Chen and I spoke with Cusana Capital's Robert Marshall-Lee about their sword-and-shield framework, why emerging-market indexes are full of weak companies, and where future opportunities could be strongest. podcasts.apple.com/us/podcast/cus…

Who says value stocks are dead? The The Nuveen Large Cap Value Opportunities Fund $NQCAX outperformed the $QQQ & S&P 500 over the past five years. #MutualFund #ValueInvesting Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

With mutual funds seeing over $4 trillion in outflows over the past ten years, market performance is the primary determinate of mutual fund revenue. Mutual fund revenue rose 53% during that time. #MutualFund Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In our August Sharpe Shooters, $ARTHX, $MBCLX, $TRLGX and $PJFG posted high three-year risk adjusted returns in Augusts' due to security selection, concentrated bets, and sector tilts via Sharoon Francis. #mutualfunds #ETFs Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

While many active bond fund managers do provide value in terms of alpha, the correlation between outperformance and inflows is very weak (see correlation share chart). #mutualfund Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In the latest episode of Inside Active, Michael Casper and I spoke with Baron Capital's Michael Lippert, PM of $BIOIX and $BTECX about the Baron Capital philosophy, which focuses on secular growth trends with durable, compounding potential. Bloomberg Intelligence podcasts.apple.com/us/podcast/bar…

With the SEC announcing intent to approve the ETF share class, bond mutual funds may be best positioned to benefit due to higher inflows, smaller embedded gains and greater taxable-account ownership. #MutualFund #ETF #etfshareclass Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In our latest State of Active: Equity Mutual Funds, international value and boutique managers showed strong outperformance over past 12 months while European-focused funds drew rare inflows amid broader redemptions. #MutualFund Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

Join me & Sharoon Francis on Weds 10/15 at 11am ET for our State of Active Management Webinar where we'll explore the current landscape for active mutual funds and ETFs, including where active is performing well and where flows are going. Bloomberg Intelligence bloomberg.zoom.us/webinar/regist…

In our State of Active Equity ETFs, international value ETFs showed the highest beat rate over past 12 months benefiting from rising European and Japanese stocks, while large cap ETFs dominated in flows (the opposite of mutual funds). Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In our State of Active: Bond Mutual Funds, emerging-market bond and ultra-short managers produced the strongest alpha over the past 12 months, while aggregate bond funds dominated flows. #MutualFunds Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In our State of Active: Bond ETFs, short-term Bond and MBS ETFs led in 12 month Alpha, while aggregate bond and asset backed bond ETFs saw the highest inflows. JPMorgan topped all firms in active bond ETF inflows. #ETF Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

In the latest episode of Inside Active, Christopher Cain & I spoke with GQG Partners' Sid Jain about the firm’s focus on forward-looking quality, $GQEPX and why today’s market could prove worse than the dot-com bubble. Bloomberg Intelligence podcasts.apple.com/us/podcast/gqg…

In our latest Sharpe Shooters, you don't need to focus on tech stocks to generate high Sharpe Ratios. Low volatility and dividend stocks can also help. #MutualFund #ETF #Dividends Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

Via Sharoon Francis: September's high flyers posted strong gains amid broad equity strength. For instance, Driehaus Micro Cap Growth (DMCRX) benefited from a micro-cap rally. #MutualFund Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…

Contrary to public perception, in aggregate, closet indexers are attracting more flows and shower higher outperformance rates in many categories than their peers making bigger active bets. #MutualFund Bloomberg Intelligence blinks.bloomberg.com/news/stories/T…