About this episode
Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't expect a big decline in home prices. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.