Inside Active: Lazards Nahal on Capturing Long Term Megatrends скачать в хорошем качестве

Inside Active: Lazards Nahal on Capturing Long Term Megatrends

The US remains central to AI leadership, but investors should expect broader, more global opportunities to emerge in 2026. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst at Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Sarbjit Nahal, a portfolio manager and analyst with the Global Thematic Equity team at Lazard Asset Management, which manages the Lazard Equity Megatrends ETF (THMZ). They discuss the role of thematic investing in capturing future wealth, how Lazard identifies megatrends, why megatrend investing is critical for navigating structural shifts and the importance of valuation discipline. The conversation also explores the growing significance of power and infrastructure in the age of AI, as well as rising interest in thematic investing among institutional investors and younger generations. The podcast was recorded on Feb. 9. Subscribe Here: https://www.youtube.com/@DavidCohneAc... https://podcasts.apple.com/us/podcast...| #Bloomberg #Podcast #etf #Insideactive #activeinvesting Bloomberg Intelligence shall not constitute, nor be construed as, investment advice or investment recommendations (i.e., recommendations as to whether or not to “buy,” “sell,” “hold,” or to enter or not to enter into any other transaction involving any specific interest) or a recommendation as to an investment or other strategy. No aspect of the Bloomberg Intelligence function is based on the consideration of a customer's individual circumstances. Bloomberg Intelligence should not be considered as information sufficient upon which to base an investment decision. Customers should determine on their own whether they agree with Bloomberg Intelligence. Bloomberg Intelligence should not be construed as tax or accounting advice or as a service designed to facilitate any Bloomberg Intelligence customer’s compliance with its tax, accounting, or other legal obligations. Bloomberg believes that the information it uses in Bloomberg Intelligence comes from reliable sources, but does not guarantee the accuracy of information contained in Bloomberg Intelligence. Employees involved in Bloomberg Intelligence may hold positions in the securities analyzed or discussed on Bloomberg Intelligence.