Inside Active: TCW’s Horton on Transforming Legacy Industries
AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and...
By Mariam Traore · Bloomberg
AI’s next competitive edge is increasingly tied to vertical integration, connecting digital capacity with physical infrastructure. In this episode of the Inside Active podcast, host David Cohne, mutual fund and active management analyst with Bloomberg Intelligence, and co-host Breanne Dougherty, BI’s head of thematic strategy, speak with Eli Horton, managing director of equities at TCW and senior portfolio manager for the TCW Transform Systems ETF (PWRD). Horton discusses why he rejects traditio