Bloomberg Surveillance

Surveillance: Bank Earnings Kick Off

13 Oct 2023

Contributed by Lukas

Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue t...

Chief Future Officer, S3 EP5: Martin Hoffmann, On

12 Oct 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Surveillance: US CPI with Bryson

12 Oct 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset ...

Surveillance: Flight to Quality with Singh

11 Oct 2023

Contributed by Lukas

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, ...

Surveillance: John Kirby on Israel-Hamas

10 Oct 2023

Contributed by Lukas

John Kirby, National Security Council Coordinator for Strategic Communications, says there's no policy decision on re-freezing Iranian money. Tzipi Ho...

Surveillance: Dermer on Israel-Hamas War

09 Oct 2023

Contributed by Lukas

Ron Dermer, Israel Minister of Strategic Affairs, says Israel has a clear goal to cripple the capabilities of Hamas. Ellen Wald, Atlantic Council Seni...

Surveillance: Julie Su on US Hiring Surge

06 Oct 2023

Contributed by Lukas

Julie Su, United States Acting Secretary of Labor, discusses US payrolls growth blowing past estimates. Randy Kroszner, University of Chicago Booth Sc...

Surveillance: Rate Impact with Berro

05 Oct 2023

Contributed by Lukas

Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the economy is not going to be able to handle these rates, but the Fed wi...

Surveillance: Rep. Hill on McCarthy Ousting

04 Oct 2023

Contributed by Lukas

Rep. French Hill, (R) Arkansas, says GOP principals remain intact but the party has lost their way tactically as Kevin McCarthy was ousted as House Sp...

Surveillance: Wells Fargo's S&P 500 Call

03 Oct 2023

Contributed by Lukas

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, discusses Wells Fargo's call for 4420 on the S&P 500 year-end. Robert Tipp, PGIM Fix...

Surveillance: Concern, Not Fear with Calvasina

02 Oct 2023

Contributed by Lukas

 Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says she saw concern, not fear, in markets as the US faced a potential government sh...

Surveillance: Time to Buy with Emanuel

29 Sep 2023

Contributed by Lukas

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's time to buy equities. Veronica Clark, Citi Economist, discusses US ...

Surveillance: Fed Cuts with Luzzetti

28 Sep 2023

Contributed by Lukas

Matthew Luzzetti, Deutsche Bank Chief US Economist, sees the Fed cutting rates materially next year. Dan Ives, Wedbush Senior Equity Analyst, says bea...

Surveillance: JPM's Michele on the Fed

28 Sep 2023

Contributed by Lukas

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Managem...

Surveillance: Stock Breakdown with Wilson

26 Sep 2023

Contributed by Lukas

 Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says we are seeing a breakdown again in a lot of the stock ma...

BONUS EPISODE: 'Permacrisis' with El-Erian, Brown and Spence

25 Sep 2023

Contributed by Lukas

This is a special episode of the Bloomberg Surveillance podcast. Jonathan Ferro sits down with global economist Mohamad El-Erian, former UK Prime Mini...

Surveillance: Equity & Fixed Income Disjointment

25 Sep 2023

Contributed by Lukas

Katy Kaminski of Alpha Simplex sees equity markets disjointed from fixed income. Earl Davis of BMO Asset Management sees 2024 as a cyclical bull marke...

Surveillance: $100 Oil with JP Morgan's Malek

22 Sep 2023

Contributed by Lukas

Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, ...

Bonus Surveillance: The Bloomberg Global Credit Forum

21 Sep 2023

Contributed by Lukas

A special edition of Bloomberg Surveillance, live from the Bloomberg Global Credit Forum in London. Tom Keene, Jon Ferro and Lisa Abramowicz speak wi...

Surveillance: Bullard on a Soft Landing

21 Sep 2023

Contributed by Lukas

Former St. Louis Fed President Jim Bullard says the prospects for soft landing look good. Sree Kochugovindan, Abrdn Senior Research Economist reacts t...

Instant Reaction: Jay Powell on Fed Policy

20 Sep 2023

Contributed by Lukas

Bloomberg's Carol Massar and Tim Stenovec discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omnys...

Instant Reaction: The Fed Decides

20 Sep 2023

Contributed by Lukas

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See om...

Surveillance: Cathie Wood on Investing

20 Sep 2023

Contributed by Lukas

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see infla...

Surveillance: Kettner: Bullish tech

19 Sep 2023

Contributed by Lukas

Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US reces...

Surveillance: Big Week for Central Banks

18 Sep 2023

Contributed by Lukas

Andrew Balls, PIMCO Global Head of Fixed Income says the U.S. 10-year looks attractive right now. Gilles Moec, AXA Group Chief Economist compares the ...

Surveillance: UAW begins strike

15 Sep 2023

Contributed by Lukas

Sarah Hunt, Alpine Saxon Woods, Chief Market Strategist weighs in on what the UAW strike could mean for the share price of the big 3 automakers. Henri...

Chief Future Officer: Ursula Hurley, JetBlue

14 Sep 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Surveillance: US CPI with Porcelli

13 Sep 2023

Contributed by Lukas

Tom Porcelli, PGIM Fixed Income Chief US Economist, reacts to the US August CPI report. Tom Forte, DA Davidson Sr. Research Analyst, says Apple stock ...

Surveillance: JPM's Michele on the Fed

12 Sep 2023

Contributed by Lukas

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities says the Fed may have to tip the economy into...

INTRODUCING: Bloomberg News Now

12 Sep 2023

Contributed by Lukas

Bloomberg News Now is a comprehensive audio report on today's top stories. Listen for the latest news, whenever you want it, covering global business ...

Surveillance: Recession Risk with Loh

11 Sep 2023

Contributed by Lukas

Marvin Loh, State Street Senior Global Macro Strategist, says the risk of a recession in the US is still out there. Subadra Rajappa, Societe Generale ...

Surveillance: Stepping on Brakes with Slok

08 Sep 2023

Contributed by Lukas

Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed ...

Surveillance: Buy the AI Dip with Amoroso

07 Sep 2023

Contributed by Lukas

Anastasia Amoroso, iCapital Chief Investment Strategist, suggests buying the AI dip. Stephanie Roth, J.P. Morgan Private Bank Senior Markets Economist...

Surveillance: Sluggish Economy with Calvasina

06 Sep 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the US is staring down the barrel of a sluggish economy. Nela Richardson, ADP Chi...

Surveillance: Dutta on the Fed

05 Sep 2023

Contributed by Lukas

Neil Dutta, US Economic Research Head, Renaissance Macro Research says the Fed shouldn't signal rate cuts in 2024. Katy Kaminski, AlphaSimplex Chief R...

Surveillance: US adds 187,000 jobs

01 Sep 2023

Contributed by Lukas

Julie Su, US Acting Labor Secretary gives the Biden Administrations reaction to the August payrolls report. Following the jobs report, Randall Kroszne...

Surveillance: Hollenhorst on the Fed

31 Aug 2023

Contributed by Lukas

Andrew Hollenhorst, Citi Chief US Economist expects the Fed to pause in September. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strat...

Surveillance: 'Screaming Buy' with Lyngen

30 Aug 2023

Contributed by Lukas

Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says the 10-year treasury is a 'screaming buy.' Seth Carpenter, Morgan Stanley Chief Global...

Jackson Hole Special - Odd Lots Podcast: Barry Eichengreen on the New Era of High Government Debt

29 Aug 2023

Contributed by Lukas

University of California at Berkeley economist Barry Eichengreen presented a paper on ballooning government debt at this year’s Jackson Hole Economi...

Surveillance: Dollar Call with Verrone

29 Aug 2023

Contributed by Lukas

Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says it's hard to embrace the short dollar call. Jay Bryson, Wells Farg...

Jackson Hole Special: Odd Lot Podcast - Darrell Duffie On How to Fix the World’s Most Important Market

28 Aug 2023

Contributed by Lukas

In the global financial system, US Treasuries play a special role. So what can be done to improve the way Treasuries are bought and sold? In this epis...

Surveillance: US Fragmentation with Peterson

28 Aug 2023

Contributed by Lukas

Dana Peterson, The Conference Board Chief Economist, says there's still quite a bit of fragmentation in the economy. Phil Orlando, Federated Hermes Ch...

Bonus Content: Odd Lots x Surveillance discuss Jackson Hole

26 Aug 2023

Contributed by Lukas

On Friday, Federal Reserve Chair Jerome Powell gave his much-anticipated speech at the Kansas City Fed Monetary Policy Symposium in Jackson Hole, Wyom...

Surveillance Special: Lagarde at Jackson Hole

25 Aug 2023

Contributed by Lukas

European Central Bank President Christine Lagarde says the central bank's data-dependency forces it to act meeting by meeting. She spoke with host Tom...

Surveillance: Live From Jackson Hole '23

25 Aug 2023

Contributed by Lukas

Join Tom Keene, Jonathan Ferro and Lisa Abramowicz, live From the 2023 Jackson Hole Symposium with esteemed guests including Mohamed El-Erian of Queen...

Surveillance: US Eco. Reacceleration with Bullard

24 Aug 2023

Contributed by Lukas

Former St. Louis Fed President Jim Bullard says the biggest question right now is of reacceleration in the US economy. Michael Darda of Roth MKM says ...

Surveillance: Ricchiuto on Idiosyncratic Risk

23 Aug 2023

Contributed by Lukas

Steven Ricchiuto, Mizuho Securities US Chief Economist, says there's a lot of idiosyncratic risk out there. Liz Ann Sonders, Charles Schwab Chief Inve...

Surveillance: Kaminski on a 6% 10-Year Yield

22 Aug 2023

Contributed by Lukas

 Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says a 6% 10-year yield is not crazy. Vincent Reinhart, Chief Economist and Macro Strategi...

Surveillance: Market Correction with Emanuel

21 Aug 2023

Contributed by Lukas

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says this is not an end of a bull market run, this is just a correction. Aman...

Surveillance: Bond Vigilantes with Yardeni

18 Aug 2023

Contributed by Lukas

Edward Yardeni, Yardeni Research President, says the Fed can't really afford to see bond yields keep going up. Kelsey Berro, JPMorgan Asset Management...

Surveillance: Tight Spreads with Athey

17 Aug 2023

Contributed by Lukas

James Athey, Abrdn Investment Director, says credit spread are too tight. Matthew Luzzetti, Deutsche Bank Chief US Economist, still expects a recessio...

Surveillance: Equity Top with Kaiser

16 Aug 2023

Contributed by Lukas

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says it does feel like equities are topping out a little bit. Greg Peters, PGIM Fixed Income C...

Surveillance: Market Cracks with Bob Doll

15 Aug 2023

Contributed by Lukas

Bob Doll, Crossmark Global Investments Chief Investment Officer, says he's cautious on the markets and economy as cracks are beginning to develop. Jor...

BREAKING NEWS: Trump Indicted Again

15 Aug 2023

Contributed by Lukas

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.  For more podcasts like this, ...

Surveillance: Mayo on Future of GS

14 Aug 2023

Contributed by Lukas

Mike Mayo, Wells Fargo Head of US Large-Cap Bank Research says Goldman Sachs shares would probably go down if David Solomon were fired today. Sebastie...

Surveillance: Hollenhorst on Soft Landing

11 Aug 2023

Contributed by Lukas

 Andrew Hollenhorst, Citi Chief US Economist, doesn't think the US is headed to a soft landing. Emily Roland, John Hancock Investment Management Co-C...

Surveillance: US July CPI with Dutta

10 Aug 2023

Contributed by Lukas

Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the Fed hasn't done enough. David Kelly, JPMorgan Asset Management Chief Glo...

Surveillance: Cabana on the Fed

09 Aug 2023

Contributed by Lukas

Mark Cabana, BofA Securities Head of US Rates Strategy says the Fed may have to keep rates higher for longer. Kathy Bostjancic, Nationwide Mutual Insu...

Surveillance: Chadha on 'The Wobble'

08 Aug 2023

Contributed by Lukas

Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says we are due for a 3-5% pullback in the equity markets as outli...

Surveillance: Market Pause with Calvasina

07 Aug 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the markets need to stop, pause and have a moment of digestion. Mike Wilson, Morg...

US adds 187,000 Jobs (Podcast)

04 Aug 2023

Contributed by Lukas

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says we are seeing normalization in the labor market. Ed Yardeni, Ya...

Surveillance: BOE Lifts Rates to 5.25%

03 Aug 2023

Contributed by Lukas

Sree Kochugovindan, Abrdn Senior Research Economist, discusses the BOE raising rates by 25 basis points. John Stoltzfus, Oppenheimer Asset Management ...

Surveillance: Fitch Cut, Trump Indictment

02 Aug 2023

Contributed by Lukas

Terry Haines, Pangaea Policy Founder, says he questions Fitch's US credit downgrade and its timing.Robert Tipp, PGIM Fixed Income Chief Investment Str...

Instant Reaction: Donald Trump Indicted

01 Aug 2023

Contributed by Lukas

Bloomberg's Doug Krizner, Bryan Curtis, and Ed Baxter break down the latest federal charges against former President Donald Trump with Bloomberg Law h...

Surveillance: Fed Cuts with Ausenbaugh

01 Aug 2023

Contributed by Lukas

Elyse Ausenbaugh, JPMorgan Global Wealth Management Investment Strategist, says the Fed could be in a place to cut rates next year. Helane Becker, TD ...

Surveillance: Levitt's Mkt. Outlook

31 Jul 2023

Contributed by Lukas

 Brian Levitt, of Invesco says we're likely to see a pullback in 2024. Carl Weinberg of High Frequency Economics says it's not clear what the Bank of...

Surveillance: BOJ Jolt with BNY Mellon's Yu

28 Jul 2023

Contributed by Lukas

Geoff Yu, BNY Mellon Sr. Market Strategist, says "everything is on the table" for the BOJ after they announced a surprise loosening of yield curve con...

Surveillance: ECB, Fed Raise Rates

27 Jul 2023

Contributed by Lukas

Richard Clarida, Fmr. Federal Reserve Vice Chair, PIMCO Global Economic Advisor & Columbia University Professor, says one more Fed hike is in play...

Instant Reaction: Jay Powell on Fed Policy

26 Jul 2023

Contributed by Lukas

Bloomberg's Tom Keene, Jon Ferro and Lisa Surveillance discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decisio...

Instant Reaction: The Fed Decides

26 Jul 2023

Contributed by Lukas

Bloomberg's Tom Keene, Jon Ferro and Lisa Abramowicz break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveil...

Surveillance: Harris's recession forecast

26 Jul 2023

Contributed by Lukas

Ethan Harris, BofA Securities Head of Global Economics, sees a mild recession early next year. Frances Donald, Manulife Investment Management Global C...

Surveillance: 3% GDP with Matus

25 Jul 2023

Contributed by Lukas

Drew Matus, Chief Market Strategist at MetLife Investment Management sees longer term potential growth at 3% GDP. Marilyn Watson, BlackRock Head of Gl...

Surveillance: Inflation Fight with Chaudhuri

24 Jul 2023

Contributed by Lukas

Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, says its too early to call victory on inflation. Kathy Bostjancic, Nationwide...

Surveillance: El-Erian's Fed Outlook

21 Jul 2023

Contributed by Lukas

Mohamed El-Erian of Queens' College Cambridge expects a dovish Fed and a hawkish BOE. Win Thin of Brown Brothers Harriman could see a higher dollar ah...

Surveillance: Tchir's Fed Forecast

20 Jul 2023

Contributed by Lukas

Peter Tchir, Academy Securities Head of Macro Strategy, says the Fed will hike in July and that will be it.Geetha Ranganathan, Bloomberg Intelligence,...

Surveillance: Hike Probability with Dutta

19 Jul 2023

Contributed by Lukas

Neil Dutta, Renaissance Macro Research Head of US Economic Research, believes the probability of a Fed hike after July is higher than what markets are...

Surveillance: 2% Inflation with Bryson

18 Jul 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, says we're heading back to 2% inflation. Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, ...

Surveillance: Yellen on China & Recession Risk

17 Jul 2023

Contributed by Lukas

Janet Yellen, US Treasury Secretary, discusses tariffs on China and the state of the US economy. David Bailin, Citi Global Wealth CIO, says 2-2.5% inf...

Surveillance: Bank Earnings with Leon

14 Jul 2023

Contributed by Lukas

Ken Leon, CFRA Director of Equity Research, discusses US bank earnings kicking off. Meghan Swiber, BofA Director of US Rates Strategy, expects stickie...

Surveillance: Inflation Target with Slok

13 Jul 2023

Contributed by Lukas

Torsten Slok, Apollo Global Management Chief Economist, says we are nowhere near the 2% inflation target.Ed Yardeni, Yardeni Research President, is st...

Chief Future Officer: Julie Swinehart, Fenway Sports Group

13 Jul 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...

Surveillance: US Inflation Cools Sharply

12 Jul 2023

Contributed by Lukas

Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion Columnist, says the latest US CPI data won't change the Fed's trajectory in the July meetin...

Surveillance: Recession Call with Rhame

11 Jul 2023

Contributed by Lukas

Lara Rhame, FS Investments Chief US Economist, still expects a recession but says it doesn't have to be severe. Phil Camporeale, JPMorgan Asset Manage...

Surveillance: Bigger Picture with Calvasina

10 Jul 2023

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says if we do have a recession, the market will be able to focus on the bigger picture...

Surveillance: Below-Forecast US Jobs Data

07 Jul 2023

Contributed by Lukas

Julie Su, Acting US Secretary of Labor, discusses the US June payrolls report coming in below estimates. Randall Kroszner, University of Chicago Booth...

Surveillance: Jobs Figures with Hollenhorst

06 Jul 2023

Contributed by Lukas

Andrew Hollenhorst, Citi Chief US Economist, reacts to the ADP report and US jobless claims. Dominic Konstam, Mizuho Americas Head of Macro Strategy, ...

Surveillance: Hyman's Fed Forecast

05 Jul 2023

Contributed by Lukas

Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, St...

Surveillance: Zentner's Fed call

03 Jul 2023

Contributed by Lukas

Ellen Zentner, Morgan Stanley Chief US Economist says it would take a payroll print of less than 100,000 and a downside surprise in CPI for the Fed to...

Surveillance: Rajappa's Recession Call

30 Jun 2023

Contributed by Lukas

Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, ...

Surveillance: Peterson on Jobless Claims Drop

29 Jun 2023

Contributed by Lukas

Dana Peterson, The Conference Board Chief Economist, says good news is bad news for the Fed. Matthew Hornbach, Morgan Stanley Global Head of Macro Str...

Surveillance: Tech Stalling, says Verrone

28 Jun 2023

Contributed by Lukas

Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says they've seen some "stalling in tech." Joseph Amato, Neuberger Berm...

Surveillance: Tech Fatigue with Kaiser

27 Jun 2023

Contributed by Lukas

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Dire...

Surveillance: Gauging Impact of Russia Mutiny

26 Jun 2023

Contributed by Lukas

Ian Bremmer, Eurasia Group President, says Putin doesn't have "real friends" on the global stage.Amy Wu Silverman, RBC Capital Markets Head of Derivat...

Surveillance: Central Bank Roundup with Posen

23 Jun 2023

Contributed by Lukas

Adam Posen, Peterson Institute for International Economics President & Former BOE Monetary Policy Committee Member, sees the Fed getting above 5.5...

Surveillance: BOE Steps Up Inflation Fight

22 Jun 2023

Contributed by Lukas

After the BOE raised interest rates by 50 basis points, Sree Kochugovindan, Abrdn Senior Research Economist, says there's still more to do. Thierry Wi...

Surveillance: Economic Malaise with Harvey

21 Jun 2023

Contributed by Lukas

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says we're seeing more of an economic malaise than recession. Frances Donald, Manulife I...

Surveillance: Forget About Fed Cut, says Sahm

20 Jun 2023

Contributed by Lukas

Claudia Sahm, Former Federal Reserve Economist, Bloomberg Opinion Columnist & Sahm Consulting Founder, says forget about a Fed cut this year. Scot...

BONUS EPISODE: Black America Confronts a Credit Crunch

19 Jun 2023

Contributed by Lukas

 On this Juneteenth holiday, Bloomberg's Sonali Basak brings us this Bloomberg Radio special report. See omnystudio.com/listener for privacy informa...

NEW PODCAST: The Circuit with Emily Chang

18 Jun 2023

Contributed by Lukas

In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, e...

Surveillance: Mining for Gold with Miletti

16 Jun 2023

Contributed by Lukas

 Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been r...