With European earnings growth projected to be low in 2025, investors are focusing on a potential recovery in 2026. In this episode of Inside Active, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, senior equity strategist for BI, spoke with David Samra, founding partner of Artisan Partners’ International Value Group, about the similarities of value investing to two-for-one deals, with value investing providing both upside potential with downside protection. They also discussed the importance of intrinsic value, why strong balance sheets are crucial for investment safety and the inefficiencies present in non-US markets. The podcast was recorded on June 10.

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Despite a recent rally, European equities may be overly complacent about trade-war risks. In this episode of Inside Active, host David Cohne, mutual-fund and active-management analyst with Bloomberg Intelligence, along with co-host Laurent Douillet, BI’s senior equity strategist, spoke with Danielle Menichella, portfolio manager and senior research analyst at Sands Capital and sub-adviser to the Touchstone Sands Capital International Growth Equity Fund. They discussed why the firm employs a business owner’s mindset to public equity investing, as well as the six investment criteria to select businesses. They also spoke about seeking a balance between high growth and mature businesses, determining relative valuations and which countries the team is currently seeing opportunities. Recorded on May 28.

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Bond ratings have been mainly neutral over the past couple of quarters, but it remains to be seen if tariffs have an impact in the coming six months. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Sam Geier, BI’s corporate credit strategist, spoke with Janet Rilling, head of the Plus Fixed Income team at Allspring Global Investments and a senior portfolio manager for the Core Plus Bond Fund (WIPIX) and Core Plus ETF (APLU), about the team’s multiple levers and unbiased approach to managing the portfolio and the components that make up its big-six macro framework. They also discussed why Allspring takes a six-month outlook instead of a three-to-five year view, and why now could be a good time to be in fixed income.

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