

Active Investing, Super Bowl Ads, Winter Travel Forecast
16 snips Feb 11, 2025
Eli Horton, a Senior Portfolio Manager at TCW's Active ETF Investments, shares insights on the advantages of active investing, particularly in energy and supply chain sectors. He discusses identifying growth potential in overlooked companies amidst market volatility. Hayley Berg, Lead Economist at Hopper, reveals shifting travel trends for 2025, highlighting younger travelers' eagerness for unique experiences and a rise in cruise bookings. Together, they explore how economic changes influence consumer behavior and investment strategies.
AI Snips
Chapters
Transcript
Episode notes
ETF Growth
- Passive ETFs dominate the market, holding $595 billion in 2024.
- However, active equity ETFs are also growing rapidly, with inflows exceeding $35 billion quarterly.
Investing in Mega-Trends
- Be selective and avoid fads; focus on mega-trends lasting decades.
- One example is the energy transformation, a multi-decade shift with significant investment opportunities.
PWRD ETF Holdings
- The TCW Transformation Systems ETF (PWRD) holds diverse companies like GE, Airbus, Vistra, and Union Pacific.
- These companies contribute to the energy transformation in various ways, showcasing the theme's breadth.