|
Distinguishing Signals From Noise: Implications of the New Cycle for Investors
Do dramatic shifts in market conditions signal a regime shift? In a fireside chat, Marc Mogull, PineBridge Benson Elliot’s Chairman and Chief Investment Officer, and Hani Redha, PineBridge Global Multi Asset Portfolio Manager, compare turning points in previous cycles with what we’re seeing today – and what it could mean for asset class valuations and investors’ portfolio construction.
|
16/11/2022
|
|
|
Attracting Women to Work in Real Estate
Kristen Kozlowski, Managing Director at PineBridge Benson Elliot, talks about her career journey in real estate investing, and how companies benefit from having women in senior positions with Lindsay McMillan, Investment Oversight Manager at PineBridge Investments Ireland.
|
18/07/2022
|
|
|
Emerging Markets Midyear Outlook
PineBridge’s Chief Economist Markus Schomer and Jonathan Davis, Client Portfolio Manager, discuss their outlook for emerging markets vis-à-vis developed economies, covering their expectations for global growth, inflation and the risk of recession.
|
12/07/2022
|
|
|
Breaking the Bias
Cristina Alcaide, Managing Director in PineBridge’s Private Funds Group, talks about her career journey and experiences with breaking down biases.
|
09/03/2022
|
|
|
What Drives Asia IG Bonds?
In this episode, Omar Slim, senior portfolio manager, fixed income, explains Asia's burgeoning hard currency investment grade bond market, its unique features, and the dynamics driving returns. We also touch on the impact of Chinese policy shifts and how to navigate the market in a rising rate environment.
|
17/02/2022
|
|
|
COP26 – Key Takeaways
Following COP26, it’s clear that the road to 2050 is long, and that emerging markets are essential for reaching net-zero.
|
18/11/2021
|
|
|
Outlook 2022: Growth and Opportunities as ESG Drives the Agenda
PineBridge’s chief economist, Markus Schomer discusses the outlook for the post-pandemic recovery, growth, asset allocation, and ESG considerations in 2022 with sustainable investing specialist Imane Kabbaj and multi-asset portfolio manager Hani Redha.
|
09/11/2021
|
|
|
What is Driving Credit Markets?
We discuss the latest macro developments moving credit markets and assess investment opportunities (and headwinds) for this large, complex asset class.
|
29/09/2021
|
|
|
Policy and macroeconomics are not really connected anymore
Investors are watching the interplay of policy and macroeconomic themes as they look to the end of 2021 and beyond. PineBridge Chief Economist Markus Schomer discusses the key factors driving markets as we begin to envision a post-pandemic world in this Midyear Outlook.
|
13/07/2021
|
|
|
Emerging Markets Debt: Macro and Markets with Markus Schomer and Jonathan Davis
Markus Schomer, chief economist and Jonathan Davis, Client Portfolio Manager at PineBridge Investments discuss their expectations for emerging and developed markets debt in the light of the corona virus crisis, and the impact of the monetary and fiscal policy stimulus on the markets.
|
13/05/2021
|
|
|
Asia Megatrends
Siddhartha Singh, Investment Director and Managing Director of Asia Equities, discusses megatrends in Asia, including automation, outsourcing, and urbanization – and how they’re driving prospects for the region's equities.
|
06/04/2021
|
|
|
What’s ahead for Asian fixed income markets amid China-led growth and steady credit fundamentals?
What’s ahead for Asian fixed income markets amid China-led growth and steady credit fundamentals? PineBridge Chief Economist Markus Schomer and Co-head of Emerging Markets Fixed Income Arthur Lau discuss how these dynamics could influence the bond markets, in particular.
|
04/02/2021
|
|
|
IAPF Investment Committee Podcast Series | 2020 in Review
The IAPF Investment Committee has published its first in-house podcast. Chairperson Liam Stack discusses the main pension issues of 2020 with Investment Committee member Patrick O’Connor.
|
23/12/2020
|
|
|
ESG Outlook: Past, Present, and Future
John Bates, head of emerging markets credit research and co-chair of the ESG Investment Committee at PineBridge, discusses the historical context of ESG adoption and shares his outlook on the evolution of ESG considerations in 2021.
|
17/12/2020
|
|
|
2021 Macro and Market Outlook
Markus Schomer, PineBridge’s Chief Economist, and John Yovanovic, Head of High Yield Portfolio Management, talk about their expectations for the markets in the light of the US election outcome , what they expect the Fed might do - and how it is likely to impact the bond market in particular.
|
20/11/2020
|
|
|
Economic Outlook: US Elections and the Markets
In our first podcast Markus Schomer, Chief Economist at PineBridge Investments, explores the US elections in the context of PineBridge’s macro framework, including potential policy change that may result and highlights economic indicators investors may wish to focus on.
|
23/10/2020
|
|