Active managers were long reluctant to put their strategies in an ETF—not Davis Advisors. Dodd Kittsley on why active is the next great growth area for ETFs.

“Good ideas trading cheap will be ideas that have disappointed recently,” said Rob Arnott, at the recent Inside ETFs conference.

“We need to change the way we think about real investing from the tree-hugging and polar bears and start thinking about it more in terms of this economic transition,” says Lauren Smart, speaking at the Inside ETFs conference.

A panel of investors speaking at the Inside ETFs conference said global growth would continue to fuel equity markets around the world. Bondholders, on the other hand, are facing “a nightmare.”

Thematic ETFs have evolved beyond simply matching catchy trends with cool tickers, but due diligence is still crucial, argued a panel of managers at the Inside ETFs conference.